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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
APRTAim Etf Products Trust
Recent Activity
Decreased -4.49%
0.08%
$386,974
10,084 shares@ $38.38 avg price
UNMUnum Group
Recent Activity
Decreased -6.21%
0.08%
$379,394
5,284 shares@ $71.81 avg price
CXWCorecivic Inc
Recent Activity
Decreased -8.4%
0.08%
$366,440
16,596 shares@ $22.09 avg price
ULTAUlta Beauty Inc
Recent Activity
Decreased -0.45%
0.08%
$365,951
875 shares@ $418.23 avg price
MGCVanguard World Fd
Recent Activity
Decreased -0.34%
0.07%
$363,249
1,724 shares@ $210.71 avg price
NUENucor Corp
Recent Activity
Decreased -2.33%
0.07%
$346,327
2,931 shares@ $118.17 avg price
DOWDow Inc
Recent Activity
Decreased -16.72%
0.07%
$345,995
8,985 shares@ $38.51 avg price
IEFIshares Tr
Recent Activity
Decreased -20.84%
0.07%
$345,775
3,786 shares@ $91.33 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -31.52%
0.07%
$344,487
8,044 shares@ $42.83 avg price
MAYTAim Etf Products Trust
Recent Activity
Decreased -6.45%
0.07%
$343,182
10,354 shares@ $33.15 avg price