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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
UNPUnion Pac Corp
Recent Activity
Decreased -9.48%
0.07%
$340,153
1,499 shares@ $226.92 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -2.8%
0.07%
$340,135
901 shares@ $377.51 avg price
EMREmerson Elec Co
Recent Activity
Decreased -20.88%
0.07%
$338,746
2,871 shares@ $117.99 avg price
UJULInnovator Etfs Trust
Recent Activity
Decreased -22.1%
0.07%
$338,684
9,832 shares@ $34.45 avg price
XTIshares Tr
Recent Activity
Decreased -0.54%
0.07%
$337,784
5,701 shares@ $59.25 avg price
ICSHIshares Tr
Recent Activity
Decreased -0.8%
0.07%
$336,970
6,674 shares@ $50.49 avg price
ZTSZoetis Inc
Recent Activity
Decreased -14.76%
0.07%
$332,683
2,037 shares@ $163.33 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -4.54%
0.07%
$332,346
1,702 shares@ $195.27 avg price
SCHVSchwab Strategic Tr
Recent Activity
Decreased -2.19%
0.07%
$326,034
12,643 shares@ $25.79 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -14.34%
0.06%
$299,340
6,994 shares@ $42.8 avg price