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Aryn Sands

@Roberts Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$329.127MTotal holdings100
Assets growth rate6.47%Assets growth rate (2-Q avg)5.99%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Roberts Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Roberts Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 329.127M in assets, with a quarterly growth rate of 6.47% and a 2-quarter average growth rate of 5.99%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.85%
6.76%
$22.241M
93,499 shares@ $237.88 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 22.75%
6.43%
$21.132M
418,712 shares@ $50.48 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.24%
4.99%
$16.406M
38,484 shares@ $426.32 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.77%
4.95%
$16.27M
82,597 shares@ $196.99 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Increased 56.83%
4.54%
$14.917M
300,176 shares@ $49.7 avg price
VBVanguard Index Fds
Recent Activity
Increased 5.38%
3.98%
$13.098M
53,281 shares@ $245.83 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.68%
3.82%
$12.57M
56,280 shares@ $223.36 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -1.95%
2.98%
$9.783M
25,373 shares@ $385.55 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.08%
2.24%
$7.365M
152,900 shares@ $48.18 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 7.57%
2.07%
$6.786M
156,152 shares@ $43.46 avg price