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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
HIGHSimplify Exchange Traded Fun
Recent Activity
Decreased -17.98%
0.27%
$1.402M
60,780 shares@ $23.08 avg price
ITOTIshares Tr
Recent Activity
Decreased -71.34%
0.27%
$1.401M
10,991 shares@ $127.49 avg price
BACBank America Corp
Recent Activity
Decreased -9.46%
0.27%
$1.396M
30,910 shares@ $45.17 avg price
CALMCal Maine Foods Inc
Recent Activity
Decreased -0.13%
0.27%
$1.391M
13,642 shares@ $101.94 avg price
CRMSalesforce Inc
Recent Activity
Increased 38.97%
0.27%
$1.381M
4,340 shares@ $318.23 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -32.51%
0.27%
$1.379M
17,732 shares@ $77.8 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.79%
0.27%
$1.374M
6,005 shares@ $228.8 avg price
IBRXImmunitybio Inc
Recent Activity
0.27%
$1.355M
560,000 shares@ $2.42 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 40.12%
0.26%
$1.347M
20,031 shares@ $67.27 avg price
NFLXNetflix Inc
Recent Activity
Increased 18.17%
0.25%
$1.298M
1,548 shares@ $838.37 avg price