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Eric Hamilton

@Avior Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$2.733BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -8.65%
0.09%
$2.421M
32,015 shares@ $75.62 avg price
VONGVanguard Russell 1000 Growth Etf
Recent Activity
Decreased -4.48%
0.09%
$2.276M
22,036 shares@ $103.31 avg price
ECLEcolab Inc Com
Recent Activity
Decreased -16.73%
0.09%
$2.234M
9,533 shares@ $234.33 avg price
IJSIshares S&p Smallcap 600 Value Etf
Recent Activity
Decreased -0.71%
0.09%
$2.212M
20,361 shares@ $108.62 avg price
IJJIshares S&p Midcap 400 Value Etf
Recent Activity
Decreased -0.94%
0.08%
$2.142M
17,141 shares@ $124.97 avg price
XLFFinancial Select Sector Spdr
Recent Activity
Decreased -0.95%
0.08%
$2.069M
42,817 shares@ $48.34 avg price
SHYIshares 1-3 Yr Treasury Bond Etf
Recent Activity
Decreased -2.11%
0.08%
$2.05M
25,009 shares@ $81.99 avg price
SCHWCharles Schwab Corp
Recent Activity
Decreased -7.19%
0.08%
$2.044M
27,616 shares@ $74.02 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Decreased -0.78%
0.08%
$2.042M
3,925 shares@ $520.24 avg price
ICEIntercontinentalexchintl
Recent Activity
Decreased -22.2%
0.08%
$1.995M
13,390 shares@ $149.02 avg price