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Aryn Sands

@Shotwell Rutter Baer Inc

Latest period2024 - Q4ReportedManaged Assets$118.684MTotal holdings34
Assets growth rate-2.42%Assets growth rate (2-Q avg)2.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shotwell Rutter Baer Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Shotwell Rutter Baer Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 118.684M in assets, with a quarterly growth rate of -2.42% and a 2-quarter average growth rate of 2.71%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BGRNIshares Tr
Recent Activity
Increased 6.02%
0.58%
$681,322
14,717 shares@ $46.3 avg price
ESGDIshares Tr
Recent Activity
Decreased -0.61%
0.45%
$523,988
6,943 shares@ $75.47 avg price
WMTWalmart Inc
Recent Activity
0.44%
$511,396
5,499 shares@ $93.0 avg price
NUSCNushares Etf Tr
Recent Activity
Decreased -0.16%
0.43%
$499,487
12,062 shares@ $41.41 avg price
WTMWhite Mtns Ins Group Ltd
Recent Activity
0.42%
$493,549
270 shares@ $1827.96 avg price
SUSBIshares Tr
Recent Activity
Increased 2.12%
0.39%
$452,393
18,375 shares@ $24.63 avg price
VCEBVanguard World Fd
Recent Activity
Increased 4.66%
0.38%
$443,650
7,235 shares@ $61.32 avg price
IBMInternational Business Machs
Recent Activity
0.38%
$439,834
2,002 shares@ $219.7 avg price
ESGEIshares Inc
Recent Activity
Increased 3.04%
0.33%
$387,792
11,787 shares@ $32.9 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -3.39%
0.29%
$341,597
13,920 shares@ $24.55 avg price