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