test

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
UJUNInnovator Etfs Trust
Recent Activity
Exited
0%
$213,850
6,398 shares@ $33.43 avg price
MSMorgan Stanley
Recent Activity
Exited
0%
$212,053
1,889 shares@ $112.26 avg price
AORIshares Tr
Recent Activity
Exited
0%
$208,972
3,560 shares@ $58.7 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$208,132
8,002 shares@ $26.01 avg price
ITBIshares Tr
Recent Activity
Exited
0%
$207,018
1,633 shares@ $126.78 avg price
TXTTextron Inc
Recent Activity
Exited
0%
$206,711
2,353 shares@ $87.85 avg price
GPCGenuine Parts Co
Recent Activity
Exited
0%
$205,560
1,464 shares@ $140.41 avg price
CMAComerica Inc
Recent Activity
Exited
0%
$203,734
3,293 shares@ $61.87 avg price
UBSIUnited Bankshares Inc West V
Recent Activity
Exited
0%
$203,501
5,368 shares@ $37.92 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$202,835
1,422 shares@ $142.65 avg price