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Longevity & Aging Population

Populations across most developed markets are ageing, which steadily raises demand for care, mobility, and treatment of age related disease. It is one of the few themes whose demand is already fixed by demographics.

60 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2551
CWP
Concord Wealth Partners
Virginia
$16.4K -$287K 3 0% Reduced
2552
PCTC
Perkins Coie Trust Company
Washington
$16.3K +$15.2K 4 0% New
2553
VWM
Valley Wealth Managers
New Jersey
$15.8K $0 2 0% Maintained
2554
IAS
IMA Advisory Services
Colorado
$15.8K +$14.7K 1 0% New
2555
DWS
Dynamic Wealth Strategies
California
$15.5K +$14.4K 1 0.01% New
2556
CBT
Crews Bank & Trust
Florida
$15.5K $0 2 0% Maintained
2557
SVCP
Silicon Valley Capital Partners
California
$15.3K -$139K 1 0% Reduced
2558
USB
Union Savings Bank
Connecticut
$15.1K $0 2 0.01% Maintained
2559
NMG
New Millennium Group
Utah
$15.1K -$636 2 0.01% Reduced
2560
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$15K $0 1 0% Maintained
2561
TVWM
Tower View Wealth Management
Wisconsin
$14.7K $0 1 0.01% Maintained
2562
SC
Steph & Co
Wisconsin
$14.4K +$3K 1 0.01% Increased
2563
PS
Pinney & Scofield
Massachusetts
$13.2K $0 1 0.01% Maintained
2564
NWM
Navigoe Wealth Management
California
$13K $0 2 0.01% Maintained
2565
EWM
Endowment Wealth Management
Wisconsin
$13K $0 1 0.01% Maintained
2566
CW
Curio Wealth
Maryland
$12.7K -$13.3K 1 0.01% Reduced
2567
1IA
1620 Investment Advisors
Massachusetts
$12.5K $0 2 0.01% Maintained
2568
RFA
Reyes Financial Architecture
California
$11.9K -$1.7K 1 0.01% Reduced
2569
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$11.9K -$21.6K 1 0.01% Reduced
2570
PAI
Pittenger & Anderson Inc
Nebraska
$11.5K $0 1 0% Maintained
2571
PC
Promethos Capital
Massachusetts
$11.1K $0 1 0% Maintained
2572
CVM
Cheviot Value Management
California
$11K +$12.5K 2 0% New
2573
ACM
Anfield Capital Management
California
$10.3K -$2K 3 0% Reduced
2574
RWM
Rialto Wealth Management
New York
$10.2K +$5.99K 8 0% Increased
2575
WCM
WealthTrak Capital Management
Virginia
$9.49K +$4.42K 4 0.01% Increased