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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
HLTHilton Worldwide Hldgs Inc
Recent Activity
Decreased -6.05%
0.52%
$2.706M
11,242 shares@ $240.7 avg price
EDConsolidated Edison Inc
Recent Activity
New Position
0.52%
$2.681M
30,416 shares@ $88.15 avg price
PGRProgressive Corp
Recent Activity
Decreased -2.78%
0.51%
$2.636M
11,190 shares@ $235.62 avg price
SYYSysco Corp
Recent Activity
Increased 5.79%
0.49%
$2.553M
34,697 shares@ $73.59 avg price
ACGLArch Cap Group Ltd
Recent Activity
Increased 55.61%
0.49%
$2.544M
28,212 shares@ $90.17 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 24.58%
0.49%
$2.516M
43,312 shares@ $58.09 avg price
AVYAvery Dennison Corp
Recent Activity
Increased 16.99%
0.49%
$2.502M
13,536 shares@ $184.87 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 25.79%
0.48%
$2.487M
55,541 shares@ $44.77 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 24.45%
0.47%
$2.417M
74,280 shares@ $32.55 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.11%
0.46%
$2.362M
12,222 shares@ $193.27 avg price