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
SCHOSchwab Short-term Us Treasury Etf Recent Activity Increased 109.62%	0.73%	$19.769M 821,653 shares@ $24.07 avg price	Increased 109.62%
VBRVanguard Small Cap Value Etf Recent Activity Increased 30.5%	0.7%	$19.093M 96,344 shares@ $198.19 avg price	Increased 30.5%
SMIZZacks Small Mid Cap Etf Recent Activity Increased 36.32%	0.69%	$18.605M 560,743 shares@ $33.18 avg price	Increased 36.32%
AVUVAvantis U.s. Small Cap Value Etf Recent Activity Increased 140209.17%	0.65%	$17.743M 183,805 shares@ $96.54 avg price	Increased 140209.17%
VCITVanguard Intermediate Term Corp Bond Fd Etf Recent Activity Increased 3.98%	0.56%	$15.186M 189,182 shares@ $80.28 avg price	Increased 3.98%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Increased 35.16%	0.52%	$14.003M 317,962 shares@ $44.05 avg price	Increased 35.16%
VYMVanguard High Dividend Yield Recent Activity Increased 40.4%	0.45%	$12.179M 95,451 shares@ $127.6 avg price	Increased 40.4%
SCHDSchwab Us Dividend Equity Etf Recent Activity Increased 248.08%	0.44%	$11.846M 433,699 shares@ $27.32 avg price	Increased 248.08%
QQQMInvesco Nasdaq 100 Etf Recent Activity Increased 25675.58%	0.44%	$11.771M 55,933 shares@ $210.46 avg price	Increased 25675.58%
VTIVanguard Total Stock Market Etf Recent Activity Increased 84.01%	0.43%	$11.532M 39,791 shares@ $289.82 avg price	Increased 84.01%