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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
HYMBSpdr Ser Tr
Recent Activity
Decreased -0.61%
0.12%
$606,068
23,908 shares@ $25.36 avg price
GSUSGoldman Sachs Etf Tr
Recent Activity
Decreased -10.61%
0.11%
$555,082
6,929 shares@ $80.11 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -3.97%
0.1%
$490,198
8,647 shares@ $56.69 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -5.68%
0.1%
$479,225
3,432 shares@ $139.64 avg price
SILASila Realty Trust Inc
Recent Activity
Decreased -8.81%
0.09%
$463,771
20,016 shares@ $23.18 avg price
TLTIshares Tr
Recent Activity
Decreased -3.55%
0.09%
$447,298
5,234 shares@ $85.47 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.03%
0.09%
$445,076
8,928 shares@ $49.86 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -5.56%
0.09%
$444,585
19,313 shares@ $23.02 avg price
QUALIshares Tr
Recent Activity
Decreased -23.4%
0.09%
$436,766
2,477 shares@ $176.33 avg price
SPOTSpotify Technology S A
Recent Activity
Decreased -48.27%
0.09%
$435,180
946 shares@ $460.03 avg price