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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.87%
0.17%
$858,288
18,050 shares@ $47.56 avg price
IVWIshares Tr
Recent Activity
Decreased -4.74%
0.17%
$833,799
8,249 shares@ $101.08 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -10.76%
0.16%
$814,655
1,740 shares@ $468.2 avg price
IWDIshares Tr
Recent Activity
Decreased -31.87%
0.16%
$807,708
4,400 shares@ $183.57 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -0.09%
0.16%
$805,501
16,159 shares@ $49.85 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -5.38%
0.15%
$781,057
11,284 shares@ $69.22 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -7.16%
0.15%
$771,563
4,055 shares@ $190.28 avg price
DEDeere & Co
Recent Activity
Decreased -7.8%
0.14%
$719,318
1,761 shares@ $408.48 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -15.06%
0.14%
$716,638
3,281 shares@ $218.43 avg price
APRWAim Etf Products Trust
Recent Activity
Decreased -1.4%
0.14%
$705,306
21,521 shares@ $32.78 avg price