Eric Hamilton

@Avior Wealth Management, Llc

Latest period2024 - Q4

Reported2d 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
MRUSMerus N V Com Recent Activity New Position	0.01%	$76,320 1,815 shares@ $42.05 avg price	New Position
EALTInnovator U.s. Equity 5 To 15 Buffer Etf - Quarterly Recent Activity New Position	0.01%	$74,612 2,314 shares@ $32.25 avg price	New Position
QQEWFirst Trust Nasdaq-100 Equal Weighted Index Fund Recent Activity New Position	0.01%	$68,728 550 shares@ $124.96 avg price	New Position
LGLVSpdr Ssga Us Large Cap Low Volatility Index Etf Recent Activity New Position	0.01%	$66,970 405 shares@ $165.36 avg price	New Position
NFRAFlexshares Stoxx Global Broad Infrastructure Index Fund Recent Activity New Position	0.01%	$66,423 1,225 shares@ $54.23 avg price	New Position
HYIWestern Asset High Yield Defin Com Recent Activity New Position	0.01%	$65,010 5,500 shares@ $11.82 avg price	New Position
SOUNSoundhound Ai Inc Class A Com Recent Activity New Position	0.01%	$63,878 3,219 shares@ $19.85 avg price	New Position
BEPCBrookfield Renewable Corp Cl A Ex Sub Vtg Recent Activity New Position	0.01%	$57,311 2,072 shares@ $27.66 avg price	New Position
BCYCBicycle Therapeutics Plc Sponsored Ads Recent Activity New Position	0.01%	$56,602 4,043 shares@ $14.0 avg price	New Position
RZGInvesco S&p Smallcap 600 Pure Growth Etf Recent Activity New Position	0.01%	$55,302 1,116 shares@ $49.56 avg price	New Position