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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
BFORAlps Barron's 400 Etf
Recent Activity
New Position
0.01%
$11,278
155 shares@ $72.77 avg price
DXDynex Capital Inc
Recent Activity
New Position
0.01%
$11,056
874 shares@ $12.65 avg price
EZUIshares Msci Eurozone Etf
Recent Activity
New Position
0.01%
$11,044
234 shares@ $47.2 avg price
ENTGEntegris Inc Com
Recent Activity
New Position
0.01%
$10,797
109 shares@ $99.06 avg price
PLXSPlexus Corp Com
Recent Activity
New Position
0.01%
$10,640
68 shares@ $156.48 avg price
PFXFVaneck Preferred Securities Ex Financials Etf
Recent Activity
New Position
0.01%
$10,448
605 shares@ $17.27 avg price
EMQQEmqq The Emerging Markets Internet Etf
Recent Activity
New Position
0.01%
$10,344
300 shares@ $34.48 avg price
PATHUipath Inc Cl A
Recent Activity
New Position
0.01%
$10,320
812 shares@ $12.71 avg price
WWayfair Inc Cl A
Recent Activity
New Position
0.01%
$10,104
228 shares@ $44.32 avg price
PRMPerimeter Solutions Inc Common Stock
Recent Activity
New Position
0.01%
$10,032
785 shares@ $12.78 avg price