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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
BACBank America Corp
Recent Activity
Decreased -9.46%
0.27%
$1.396M
30,910 shares@ $45.17 avg price
CALMCal Maine Foods Inc
Recent Activity
Decreased -0.13%
0.27%
$1.391M
13,642 shares@ $101.94 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -32.51%
0.27%
$1.379M
17,732 shares@ $77.8 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.79%
0.27%
$1.374M
6,005 shares@ $228.8 avg price
DVNDevon Energy Corp New
Recent Activity
Decreased -5.19%
0.22%
$1.124M
31,235 shares@ $35.99 avg price
NTSEWisdomtree Tr
Recent Activity
Decreased -5.74%
0.2%
$1.031M
36,795 shares@ $28.01 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -85.15%
0.19%
$986,883
3,976 shares@ $248.22 avg price
DSTLEtf Ser Solutions
Recent Activity
Decreased -21.96%
0.18%
$892,220
16,368 shares@ $54.52 avg price
MAINMain Str Cap Corp
Recent Activity
Decreased -13.13%
0.18%
$892,178
15,457 shares@ $57.72 avg price
HYGIshares Tr
Recent Activity
Decreased -1.41%
0.18%
$887,269
11,298 shares@ $78.54 avg price