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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
1926
AIM
Alambic Investment Management
California
$43K -$164K 1 0.47% Reduced
1927
AW
Avion Wealth
Texas
$42K -$13.5K 3 0.01% Reduced
1928
PP
Pacifica Partners
Canada
$42K -$6.18K 4 0.05% Reduced
1929
WAS
Winch Advisory Services
Wisconsin
$42K -$1.7K 3 0.02% Reduced
1930
ARTA
A.R.T. Advisors
New York
$41K -$766K 1 0.23% Reduced
1931
CWM
Cedar Wealth Management
California
$41K $0 1 0.03% Maintained
1932
WCG
Weaver Consulting Group
California
$41K -$20.1K 8 0.02% Reduced
1933
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$39K +$4.45K 1 0.01% Increased
1934
BBA
Braun-Bostich & Associates
Pennsylvania
$38K +$24.7K 1 0.04% Increased
1935
Larson Financial Group
Larson Financial Group
Missouri
$37K $0 1 0.02% Maintained
1936
RWM
Raffa Wealth Management
District of Columbia
$36K +$4.14K 9 0.01% Increased
1937
SSWG
Seven Springs Wealth Group
Tennessee
$36K $0 2 0.02% Maintained
1938
JWM
Janiczek Wealth Management
Colorado
$35K +$35K 9 0.02% New
1939
RA
Rational Advisors
New York
$35K -$72.2K 5 0.02% Reduced
1940
GG
Gleason Group
Kentucky
$33K -$13.8K 1 0.02% Reduced
1941
MCM
MV Capital Management
Maryland
$33K -$5.49K 2 0.01% Reduced
1942
OCAM
Onex Canada Asset Management
Ontario, Canada
$33K +$46.9K 1 0% New
1943
SL
Savior LLC
Massachusetts
$33K $0 9 0.04% Maintained
1944
VAIA
Virtus Alternative Investment Advisers
Connecticut
$33K -$22.1K 3 0.61% Reduced
1945
BWM
Baystate Wealth Management
Massachusetts
$32K -$34.9K 3 0% Reduced
1946
FNBOSM
First National Bank of South Miami
Florida
$32K +$14.1K 1 0.03% Increased
1947
PCWA
Pacific Capital Wealth Advisors
California
$32K +$30.6K 1 0.02% New
1948
TVWM
Tower View Wealth Management
Wisconsin
$32K $0 2 0.02% Maintained
1949
GTAM
Global Trust Asset Management
Florida
$31K -$824 4 0.02% Reduced
1950
ME
McIlrath & Eck
Washington
$31K -$5K 3 0.01% Reduced