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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
876
PCM
Polymer Capital Management
New York
$2.46M +$866K 4 0.33% Increased
877
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$2.45M -$306K 6 0.05% Reduced
878
BBA
Baader Bank Aktiengesellschaft
Germany
$2.45M -$773K 3 0.18% Reduced
879
SWM
Segment Wealth Management
Texas
$2.44M +$140K 1 0.13% Increased
880
CFM
Catalyst Funds Management
Australia
$2.42M +$1.9M 3 0.14% Increased
881
QPBE
Quintet Private Bank (Europe)
Luxembourg
$2.42M -$134K 1 0.15% Reduced
882
ECM
Ethos Capital Management
Pennsylvania
$2.41M +$342K 1 1.72% Increased
883
PA
Paralel Advisors
Colorado
$2.4M +$2.35M 1 0.09% New
884
HA
Huntleigh Advisors
Missouri
$2.4M +$163K 1 0.34% Increased
885
SCM
Summerhill Capital Management
Ontario, Canada
$2.38M +$2.22M 1 1.9% New
886
CPCM
Cardinal Point Capital Management
Ontario, Canada
$2.38M +$233K 2 0.13% Increased
887
SIM
Sprucegrove Investment Management
Ontario, Canada
$2.37M -$2.05M 1 0.37% Reduced
888
SCM
Stonebridge Capital Management
California
$2.35M -$340K 1 1.13% Reduced
889
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$2.35M +$16K 3 0.01% Increased
890
VCM
Versant Capital Management
Arizona
$2.33M -$25.9K 12 0.21% Reduced
891
Empirical Wealth Management
Empirical Wealth Management
Washington
$2.33M +$490K 2 0.03% Increased
892
CUAMC
China Universal Asset Management Company
China
$2.33M -$519K 1 0.14% Reduced
893
Cresset Asset Management
Cresset Asset Management
Illinois
$2.33M -$505K 6 0.01% Reduced
894
Clearstead Advisors
Clearstead Advisors
Ohio
$2.32M +$157K 14 0.02% Increased
895
SignatureFD
SignatureFD
Georgia
$2.32M +$103K 14 0.03% Increased
896
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$2.31M +$558K 3 0.03% Increased
897
AE Wealth Management
AE Wealth Management
Kansas
$2.29M -$129K 3 0.01% Reduced
898
KCP
Kera Capital Partners
California
$2.29M +$392K 3 0.22% Increased
899
WGAM
Wilkinson Global Asset Management
New York
$2.29M +$104K 1 0.18% Increased
900
LT
Legacy Trust
Michigan
$2.28M +$158K 1 0.4% Increased