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
LSEALandsea Homes Corp Com Recent Activity New Position	0.01%	$10,026 1,181 shares@ $8.49 avg price	New Position
ERJEmbraer S.a. Sponsored Ads Recent Activity New Position	0.01%	$9,976 272 shares@ $36.68 avg price	New Position
JMBSJanus Henderson Mortgage-backed Securities Etf Recent Activity New Position	0.01%	$9,940 225 shares@ $44.18 avg price	New Position
NMLNeuberger Berman Energy Infra Com Recent Activity New Position	0.01%	$9,774 1,107 shares@ $8.83 avg price	New Position
UUPPowershares Db Us Dollar Bullish Etf Recent Activity New Position	0.01%	$9,655 328 shares@ $29.44 avg price	New Position
SCAPInfracap Small Cap Income Etf Recent Activity New Position	0.01%	$9,347 270 shares@ $34.62 avg price	New Position
BGSB & G Foods Inc New Com Recent Activity New Position	0.01%	$8,957 1,300 shares@ $6.89 avg price	New Position
IVOLQuadratic Interest Rate Volatility & Inflation Hedge Etf Recent Activity New Position	0.01%	$8,763 494 shares@ $17.74 avg price	New Position
FUTUFutu Hldgs Ltd Spon Ads Cl A Recent Activity New Position	0.01%	$8,398 105 shares@ $79.99 avg price	New Position
CNMDConmed Corp Com Recent Activity New Position	0.01%	$8,212 120 shares@ $68.44 avg price	New Position