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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
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -1.69%
0.43%
$1.411M
6,210 shares@ $227.29 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -21.57%
0.39%
$1.264M
8,991 shares@ $140.57 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -49.92%
0.25%
$806,680
10,333 shares@ $78.07 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -24.07%
0.18%
$564,660
7,407 shares@ $76.24 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -17.05%
0.17%
$539,040
5,835 shares@ $92.39 avg price
SHYIshares Tr
Recent Activity
Decreased -32.5%
0.16%
$494,020
6,021 shares@ $82.05 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -12.6%
0.15%
$482,220
2,115 shares@ $228.0 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -22.42%
0.13%
$421,790
1,643 shares@ $256.72 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -2.4%
0.11%
$358,040
8,909 shares@ $40.19 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -18.99%
0.08%
$260,280
2,990 shares@ $87.06 avg price