Aryn Sands

@Accurate Wealth Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$521.108M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SYYSysco Corp Recent Activity Increased 5.79%	0.49%	$2.553M 34,697 shares@ $73.59 avg price	Increased 5.79%
ACGLArch Cap Group Ltd Recent Activity Increased 55.61%	0.49%	$2.544M 28,212 shares@ $90.17 avg price	Increased 55.61%
VGSHVanguard Scottsdale Fds Recent Activity Increased 24.58%	0.49%	$2.516M 43,312 shares@ $58.09 avg price	Increased 24.58%
AVYAvery Dennison Corp Recent Activity Increased 16.99%	0.49%	$2.502M 13,536 shares@ $184.87 avg price	Increased 16.99%
VMBSVanguard Scottsdale Fds Recent Activity Increased 25.79%	0.48%	$2.487M 55,541 shares@ $44.77 avg price	Increased 25.79%
SPIBSpdr Ser Tr Recent Activity Increased 24.45%	0.47%	$2.417M 74,280 shares@ $32.55 avg price	Increased 24.45%
GOOGAlphabet Inc Recent Activity Increased 1.11%	0.46%	$2.362M 12,222 shares@ $193.27 avg price	Increased 1.11%
SQBlock Inc Recent Activity Increased 35.06%	0.45%	$2.333M 28,269 shares@ $82.54 avg price	Increased 35.06%
IVVIshares Tr Recent Activity Increased 5.28%	0.44%	$2.269M 3,889 shares@ $583.54 avg price	Increased 5.28%
ZMZoom Communications Inc Recent Activity Increased 33.52%	0.44%	$2.255M 28,380 shares@ $79.47 avg price	Increased 33.52%