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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
CSCOCisco Sys Inc
Recent Activity
Increased 0.61%
0.57%
$2.965M
50,476 shares@ $58.75 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -1.6%
0.57%
$2.955M
14,256 shares@ $207.26 avg price
WMTWalmart Inc
Recent Activity
Increased 6.87%
0.57%
$2.947M
31,691 shares@ $92.98 avg price
CTASCintas Corp
Recent Activity
Increased 5.93%
0.57%
$2.929M
15,470 shares@ $189.32 avg price
AMPAmeriprise Finl Inc
Recent Activity
Increased 1067.37%
0.55%
$2.858M
5,545 shares@ $515.51 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -15.42%
0.55%
$2.823M
28,248 shares@ $99.95 avg price
FVRRFiverr Intl Ltd
Recent Activity
Increased 30.46%
0.54%
$2.812M
88,430 shares@ $31.8 avg price
MUBIshares Tr
Recent Activity
Decreased -1.42%
0.53%
$2.736M
25,892 shares@ $105.68 avg price
CBOECboe Global Mkts Inc
Recent Activity
New Position
0.53%
$2.731M
14,303 shares@ $190.95 avg price
AIZAssurant Inc
Recent Activity
New Position
0.53%
$2.728M
13,714 shares@ $198.93 avg price