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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
CBChubb Limited
Recent Activity
Decreased -15.41%
0.46%
$2.356M
9,142 shares@ $257.71 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -9.24%
0.46%
$2.35M
13,413 shares@ $175.23 avg price
SQBlock Inc
Recent Activity
Increased 35.06%
0.45%
$2.333M
28,269 shares@ $82.54 avg price
IVVIshares Tr
Recent Activity
Increased 5.28%
0.44%
$2.269M
3,889 shares@ $583.54 avg price
ZMZoom Communications Inc
Recent Activity
Increased 33.52%
0.44%
$2.255M
28,380 shares@ $79.47 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -87.4%
0.42%
$2.175M
4,289 shares@ $507.21 avg price
ZZillow Group Inc
Recent Activity
Increased 25.61%
0.4%
$2.041M
28,657 shares@ $71.23 avg price
IJRIshares Tr
Recent Activity
Increased 9.41%
0.38%
$1.95M
17,244 shares@ $113.08 avg price
VONVVanguard Scottsdale Fds
Recent Activity
New Position
0.38%
$1.929M
23,920 shares@ $80.66 avg price
CATCaterpillar Inc
Recent Activity
Increased 7.12%
0.37%
$1.924M
5,478 shares@ $351.2 avg price