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
VEAVanguard Ftse Developed Markets Etf Recent Activity Increased 5.2%	1.01%	$27.603M 578,984 shares@ $47.68 avg price	Increased 5.2%
BSVVanguard Short-term Bond Etf Recent Activity Increased 9.77%	0.93%	$25.277M 327,120 shares@ $77.28 avg price	Increased 9.77%
VEUVanguard Ftse All-world Ex-us Index Fund Recent Activity Increased 2.33%	0.87%	$23.733M 413,392 shares@ $57.42 avg price	Increased 2.33%
SCHBSchwab U.s. Broad Market Etf Recent Activity Increased 195.2%	0.86%	$23.274M 1.025M shares@ $22.71 avg price	Increased 195.2%
IVWIshares S&p 500 Growth Etf Recent Activity Increased 8.22%	0.82%	$22.405M 220,672 shares@ $101.54 avg price	Increased 8.22%
SPYSpdr S&p 500 Etf Recent Activity Increased 2.22%	0.8%	$21.596M 36,849 shares@ $586.09 avg price	Increased 2.22%
SPSMSpdr Portfolio S&p 600 Small Cap Etf Recent Activity Increased 1.69%	0.79%	$21.35M 475,294 shares@ $44.93 avg price	Increased 1.69%
MUBIshares Amt-free Muni Bond Etf Recent Activity Increased 4.37%	0.75%	$20.312M 190,734 shares@ $106.5 avg price	Increased 4.37%
BNDXVanguard Total International Bond Etf Recent Activity Increased 4.03%	0.74%	$19.979M 407,311 shares@ $49.06 avg price	Increased 4.03%
SCHPSchwab Us Tips Etf Recent Activity Increased 109.69%	0.73%	$19.842M 768,173 shares@ $25.84 avg price	Increased 109.69%