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
IIMInvesco Value Mun Income Tr Com Recent Activity New Position	0.01%	$53,505 4,500 shares@ $11.89 avg price	New Position
LMNDLemonade Inc Com Recent Activity New Position	0.01%	$40,348 1,100 shares@ $36.68 avg price	New Position
BEBloom Energy Corp Com Cl A Recent Activity New Position	0.01%	$39,978 1,800 shares@ $22.21 avg price	New Position
TCPCBlackrock Tcp Capital Corp Com Recent Activity New Position	0.01%	$38,141 4,379 shares@ $8.71 avg price	New Position
ESGDIshares Esg Aware Msci Eafe Etf Recent Activity New Position	0.01%	$38,070 500 shares@ $76.14 avg price	New Position
SPLBSpdr Portfolio Long Term Corporate Bond Etf Recent Activity New Position	0.01%	$36,249 1,630 shares@ $22.24 avg price	New Position
IXJIshares Global Healthcare Etf Recent Activity New Position	0.01%	$36,139 420 shares@ $86.05 avg price	New Position
GEFGreif Inc Cl A Recent Activity New Position	0.01%	$30,926 506 shares@ $61.12 avg price	New Position
SMRTSmartrent Inc Com Cl A Recent Activity New Position	0.01%	$30,625 17,500 shares@ $1.75 avg price	New Position
QDECFt Vest Nasdaq-100 Buffer Etf - December Recent Activity New Position	0.01%	$29,770 1,081 shares@ $27.54 avg price	New Position