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Aryn Sands

@Accurate Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$521.108MTotal holdings376
Assets growth rate4.68%Assets growth rate (2-Q avg)12.04%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Accurate Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 376 positions.

Assets under management

The assets under management (AUM) of Accurate Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 521.108M in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 12.04%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CBChubb Limited
Recent Activity
Decreased -15.41%
0.46%
$2.356M
9,142 shares@ $257.71 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -9.24%
0.46%
$2.35M
13,413 shares@ $175.23 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -87.4%
0.42%
$2.175M
4,289 shares@ $507.21 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.38%
0.37%
$1.92M
3,686 shares@ $520.95 avg price
NTSIWisdomtree Tr
Recent Activity
Decreased -4.72%
0.32%
$1.633M
47,179 shares@ $34.61 avg price
NOWServicenow Inc
Recent Activity
Decreased -3.08%
0.31%
$1.612M
1,573 shares@ $1024.81 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.2%
0.3%
$1.548M
9,229 shares@ $167.78 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.86%
0.27%
$1.405M
37,155 shares@ $37.82 avg price
HIGHSimplify Exchange Traded Fun
Recent Activity
Decreased -17.98%
0.27%
$1.402M
60,780 shares@ $23.08 avg price
ITOTIshares Tr
Recent Activity
Decreased -71.34%
0.27%
$1.401M
10,991 shares@ $127.49 avg price