Eric Hamilton

@Avior Wealth Management, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$2.733B

Total holdings2463

Assets growth rate8.85%

Assets growth rate (2-Q avg)8.41%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Avior Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2463 positions.

Assets under management

The assets under management (AUM) of Avior 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 2.733B in assets, with a quarterly growth rate of 8.85% and a 2-quarter average growth rate of 8.41%. The portfolio is managed by Eric Hamilton, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BSCTInvesco Bulletshares 2029 Corporate Bond Etf Recent Activity Increased 12.11%	1.49%	$40.492M 2.208M shares@ $18.35 avg price	Increased 12.11%
BSCRInvesco Bulletshares 2027 Corporate Bond Etf Recent Activity Increased 12.2%	1.48%	$40.338M 2.071M shares@ $19.49 avg price	Increased 12.2%
BNDVanguard Total Bond Market Etf Recent Activity Increased 848.28%	1.4%	$38.108M 529,944 shares@ $71.92 avg price	Increased 848.28%
VOOVanguard S&p 500 Etf Recent Activity Increased 4.27%	1.34%	$36.41M 67,574 shares@ $538.82 avg price	Increased 4.27%
VBKVanguard Small Cap Growth Etf Recent Activity Increased 28.11%	1.33%	$36.301M 129,719 shares@ $279.85 avg price	Increased 28.11%
VTVVanguard Value Etf Recent Activity Increased 56.43%	1.27%	$34.532M 203,966 shares@ $169.31 avg price	Increased 56.43%
BSCVInvesco Bulletshares 2031 Corporate Bond Etf Recent Activity Increased 119374.84%	1.18%	$32.081M 1.999M shares@ $16.06 avg price	Increased 119374.84%
SPYVSpdr Portfolio S&p 500 Value Etf Recent Activity Increased 0.8%	1.13%	$30.885M 603,928 shares@ $51.15 avg price	Increased 0.8%
NVDANvidia Corp Recent Activity Increased 20.62%	1.13%	$30.756M 229,024 shares@ $134.3 avg price	Increased 20.62%
VBVanguard Small Cap Etf Recent Activity Increased 1.56%	1.1%	$29.838M 124,281 shares@ $240.09 avg price	Increased 1.56%