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
ETHAIshares Ethereum Trust Etf Recent Activity New Position	0.01%	$14,192 561 shares@ $25.3 avg price	New Position
DOLWisdomtree International Largecap Dividend Fund Recent Activity New Position	0.01%	$14,189 287 shares@ $49.44 avg price	New Position
BARGraniteshares Gold Shares Recent Activity New Position	0.01%	$14,032 542 shares@ $25.89 avg price	New Position
BYMBlackrock Mun Income Quality T Com Recent Activity New Position	0.01%	$14,029 1,293 shares@ $10.85 avg price	New Position
JAAAJanus Detroit Street Trust Janus Henderson Aaa Clo Etf Recent Activity New Position	0.01%	$13,742 271 shares@ $50.71 avg price	New Position
RIETHoya Capital High Dividend Yield Etf Recent Activity New Position	0.01%	$13,439 1,332 shares@ $10.09 avg price	New Position
TXNMTxnm Energy Inc Com Recent Activity New Position	0.01%	$12,685 258 shares@ $49.17 avg price	New Position
RAREUltragenyx Pharmaceutical Inc Com Recent Activity New Position	0.01%	$11,905 283 shares@ $42.07 avg price	New Position
SGOLAbrdn Physical Gold Shares Etf Recent Activity New Position	0.01%	$11,648 465 shares@ $25.05 avg price	New Position
RFMZRivernorth Flexible Muni Incme Com Recent Activity New Position	0.01%	$11,604 866 shares@ $13.4 avg price	New Position