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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.38%
0.37%
$1.92M
3,686 shares@ $520.95 avg price
FTNTFortinet Inc
Recent Activity
Increased 62.34%
0.35%
$1.815M
19,188 shares@ $94.57 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 35.09%
0.35%
$1.793M
69,089 shares@ $25.96 avg price
CLSETrust For Professional Manag
Recent Activity
Increased 358.34%
0.33%
$1.7M
73,984 shares@ $22.98 avg price
WIXWix Com Ltd
Recent Activity
Increased 27.33%
0.33%
$1.68M
7,684 shares@ $218.62 avg price
ARCHArch Resources Inc
Recent Activity
Increased 33.77%
0.32%
$1.661M
12,409 shares@ $133.9 avg price
MCDMcdonalds Corp
Recent Activity
Increased 4.77%
0.32%
$1.651M
5,844 shares@ $282.54 avg price
ORCLOracle Corp
Recent Activity
Increased 55.26%
0.32%
$1.643M
10,629 shares@ $154.59 avg price
NTSIWisdomtree Tr
Recent Activity
Decreased -4.72%
0.32%
$1.633M
47,179 shares@ $34.61 avg price
NOWServicenow Inc
Recent Activity
Decreased -3.08%
0.31%
$1.612M
1,573 shares@ $1024.81 avg price