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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
976
LWAM
Legacy Wealth Asset Management
Minnesota
$1.66M -$722K 2 0.36% Reduced
977
EC
EntryPoint Capital
New York
$1.65M +$152K 4 0.4% Increased
978
PI
PFG Investments
New York
$1.65M -$178K 2 0.06% Reduced
979
PL
Polianta Ltd
Jersey
$1.65M $0 1 0.2% Maintained
980
WI
Wahed Invest
New York
$1.63M +$110K 2 0.17% Increased
981
Ballentine Partners
Ballentine Partners
Massachusetts
$1.63M +$48.4K 3 0.02% Increased
982
CIM
Cambria Investment Management
California
$1.63M -$184K 4 0.08% Reduced
983
CG
Curat Global
New Hampshire
$1.62M +$60.9K 1 1.33% Increased
984
SC
Stance Capital
Massachusetts
$1.62M +$302K 2 0.49% Increased
985
MWA
Medallion Wealth Advisors
Connecticut
$1.62M +$6.37K 4 0.51% Increased
986
IPW
Impact Partnership Wealth
Georgia
$1.61M +$1.58M 1 0.16% New
987
I
InceptionR
California
$1.6M -$1.72M 2 0.39% Reduced
988
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$1.6M -$42.8K 2 0.02% Reduced
989
NI
Nuance Investments
Missouri
$1.6M -$1.26M 1 0.27% Reduced
990
AG
Ascent Group
Virginia
$1.6M -$116K 2 0.05% Reduced
991
WC
Westerkirk Capital
$1.59M -$44.9K 1 0.15% Reduced
992
WW
Waterfront Wealth
Kansas
$1.59M +$14.5K 1 0.25% Increased
993
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$1.58M -$154M 1 0.03% Reduced
994
C
Certuity
Florida
$1.58M +$63.1K 3 0.08% Increased
995
Phoenix Financial
Phoenix Financial
Israel
$1.58M +$665K 1 0.01% Increased
996
SAM
Strategy Asset Managers
California
$1.58M -$2.44K 1 0.24% Reduced
997
BAM
Berkshire Asset Management
Pennsylvania
$1.58M $0 1 0.06% Maintained
998
1IA
1620 Investment Advisors
Massachusetts
$1.57M +$15.1K 2 0.97% Increased
999
MHP
Manatuck Hill Partners
Connecticut
$1.57M -$1.28M 1 0.52% Reduced
1000
O3W
Omni 360 Wealth
New Jersey
$1.56M $0 1 0.72% Maintained