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Nicole Wilken

@Financial Perspectives, Inc

Latest period2024 - Q3ReportedManaged Assets$288.482MTotal holdings685
Assets growth rate6.54%Assets growth rate (2-Q avg)4.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Perspectives, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 685 positions.

Assets under management

The assets under management (AUM) of Financial Perspectives, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 288.482M in assets, with a quarterly growth rate of 6.54% and a 2-quarter average growth rate of 4.59%. The portfolio is managed by Nicole Wilken, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDTMedtronic Plc
Recent Activity
Decreased -4.25%
6.93%
$19.972M
221,835 shares@ $90.04 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.09%
6.04%
$17.422M
135,896 shares@ $128.21 avg price
AAPLApple Inc
Recent Activity
Increased 0.52%
5.18%
$14.937M
64,107 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.06%
4.93%
$14.198M
32,996 shares@ $430.31 avg price
VGTVanguard World Fd
Recent Activity
Decreased -3.43%
4.67%
$13.455M
22,941 shares@ $586.52 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -1.34%
4.26%
$12.263M
146,333 shares@ $83.8 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 6.4%
3.21%
$9.233M
46,618 shares@ $198.07 avg price
IVWIshares Tr
Recent Activity
Decreased -1.85%
3.1%
$8.93M
93,266 shares@ $95.76 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 0.5%
3.02%
$8.712M
98,684 shares@ $88.28 avg price
HDVIshares Tr
Recent Activity
Increased 0.68%
2.81%
$8.105M
68,912 shares@ $117.62 avg price