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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
CLIPGlobal X Fds
Recent Activity
Increased 1.72%
4.75%
$24.72M
246,659 shares@ $100.23 avg price
AAPLApple Inc
Recent Activity
Decreased -2.5%
4.6%
$23.969M
101,203 shares@ $236.85 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 98.74%
3.39%
$17.649M
30,404 shares@ $580.5 avg price
TSLATesla Inc
Recent Activity
Decreased -4.44%
2.5%
$12.999M
32,929 shares@ $394.75 avg price
NVDANvidia Corporation
Recent Activity
Increased 8.2%
2.23%
$11.603M
85,323 shares@ $135.99 avg price
BILSpdr Ser Tr
Recent Activity
Increased 197.16%
2.23%
$11.576M
126,454 shares@ $91.55 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.48%
1.97%
$10.255M
24,467 shares@ $419.14 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.44%
1.68%
$8.732M
39,976 shares@ $218.44 avg price
SGOVIshares Tr
Recent Activity
Increased 1356.88%
1.54%
$8.018M
79,822 shares@ $100.46 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1972.54%
1.54%
$7.982M
36,145 shares@ $220.83 avg price