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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
IEIIshares Tr
Recent Activity
Decreased -7.71%
0.09%
$434,867
3,792 shares@ $114.69 avg price
SYKStryker Corporation
Recent Activity
Decreased -6.31%
0.09%
$433,812
1,187 shares@ $365.47 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -5.68%
0.09%
$417,313
15,060 shares@ $27.72 avg price
VPLVanguard Intl Equity Index F
Recent Activity
Decreased -4.02%
0.08%
$413,561
5,919 shares@ $69.88 avg price
UAUGInnovator Etfs Trust
Recent Activity
Decreased -13.19%
0.08%
$412,229
11,612 shares@ $35.51 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -10.88%
0.08%
$412,090
8,120 shares@ $50.75 avg price
GEGe Aerospace
Recent Activity
Decreased -6.38%
0.08%
$402,514
2,344 shares@ $171.73 avg price
VHTVanguard World Fd
Recent Activity
Decreased -3.78%
0.08%
$398,837
1,549 shares@ $257.49 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -13.79%
0.08%
$393,100
2,763 shares@ $142.28 avg price
TGTTarget Corp
Recent Activity
Decreased -5.76%
0.08%
$391,466
2,764 shares@ $141.64 avg price