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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
1701
MCM
MV Capital Management
Maryland
$39K $0 2 0.01% Maintained
1702
CJA
C-J Advisory
California
$37K +$29K 3 0.03% Increased
1703
FRA
Front Row Advisors
California
$37K +$36K 6 0.03% New
1704
IP
Isthmus Partners
Wisconsin
$37K $0 1 0.01% Maintained
1705
LGWM
Litman Gregory Wealth Management
California
$36K $0 1 0.01% Maintained
1706
GWS
Glassman Wealth Services
Virginia
$33K +$28.7K 5 0.02% Increased
1707
IFWM
Institute for Wealth Management
Colorado
$33K +$34.4K 1 0.01% New
1708
EWM
Edge Wealth Management
New York
$32K $0 3 0.01% Maintained
1709
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$32K +$11.5K 1 0% Increased
1710
MIC
MU Investments Company
Japan
$30K +$31.8K 1 0.02% New
1711
KPCM
Kings Point Capital Management
New York
$29K +$18.2K 2 0.01% Increased
1712
LC
Landaas & Company
Wisconsin
$28K $0 2 0.02% Maintained
1713
LA
Legacy Advisors
Pennsylvania
$28K -$11.8K 2 0.03% Reduced
1714
PGWM
Parisi Gray Wealth Management
New Jersey
$28K +$27.3K 3 0.02% New
1715
PW
Price Wealth
Texas
$28K +$29.7K 4 0.02% New
1716
GWA
Guidant Wealth Advisors
Illinois
$27K -$17K 1 0.01% Reduced
1717
1IA
1834 Investment Advisors
Wisconsin
$26K +$26.7K 2 0% New
1718
BWA
BDO Wealth Advisors
Florida
$26K +$6.79K 3 0.01% Increased
1719
SPI
Santori & Peters Inc
Pennsylvania
$26K +$26.3K 2 0.02% New
1720
SWMG
Signature Wealth Management Group
Georgia
$25K +$25.4K 4 0.02% New
1721
BAM
Barrett Asset Management
New York
$24K $0 1 0% Maintained
1722
CPA
Cowen Prime Advisors
New York
$24K $0 1 0.01% Maintained
1723
POIA
Pin Oak Investment Advisors
Texas
$24K +$25K 2 0.02% New
1724
SMG
Spectrum Management Group
Indiana
$24K -$858K 1 0.01% Reduced
1725
TVWM
Tower View Wealth Management
Wisconsin
$23K +$22.3K 1 0.02% New