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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
1001	CNBOF City National Bank of Florida Miami, Florida	$1.55M	-$136K	2	0.65%	Reduced
1002	Tema ETFs New York	$1.55M	+$122K	4	0.05%	Increased
1003	AlphaCore Capital La Jolla, California	$1.54M	+$295K	4	0.03%	Increased
1004	AWM Angeles Wealth Management Santa Monica, California	$1.54M	+$1.35M	3	0.07%	Increased
1005	AGF Management Toronto, Ontario, Canada	$1.53M	+$105K	2	0.01%	Increased
1006	PAM Parvin Asset Management Sioux Falls, South Dakota	$1.52M	-$31.8K	3	1.19%	Reduced
1007	QPW Quantum Private Wealth Tampa, Florida	$1.52M	-$53.3K	1	0.39%	Reduced
1008	Envestnet Portfolio Solutions Chicago, Illinois	$1.51M	+$183K	4	0.01%	Increased
1009	BZWA Blue Zone Wealth Advisors Los Angeles, California	$1.51M	$0	1	0.26%	Maintained
1010	SP Saranac Partners London,	$1.51M	+$167K	2	0.44%	Increased
1011	LI Lafayette Investments Ashton, Maryland	$1.51M	-$125K	1	0.28%	Reduced
1012	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.5M	+$153K	1	0.12%	Increased
1013	BI BBFIT Investments Singapore,	$1.49M	$0	1	0.14%	Maintained
1014	MAM Morse Asset Management Darien, Connecticut	$1.49M	+$292K	2	0.25%	Increased
1015	Perigon Wealth Management San Francisco, California	$1.49M	+$466K	6	0.02%	Increased
1016	Equitable Holdings New York	$1.48M	+$502K	2	0.01%	Increased
1017	TC TownSquare Capital Provo, Utah	$1.48M	+$1.37M	1	0.27%	New
1018	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.46M	-$678K	1	0.14%	Reduced
1019	Fulton Bank Lancaster, Pennsylvania	$1.46M	+$437K	2	0.04%	Increased
1020	Kentucky Retirement Systems Frankfort, Kentucky	$1.46M	-$3.95M	2	0.04%	Reduced
1021	XSC X-Square Capital Guaynabo, Puerto Rico	$1.46M	+$5.15K	2	0.37%	Increased
1022	FC FORA Capital Miami, Florida	$1.45M	+$1.35M	1	0.1%	New
1023	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$1.45M	$0	1	0.06%	Maintained
1024	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.45M	+$13.2K	1	0.33%	Increased
1025	EWA Exit Wealth Advisors Atlanta, Georgia	$1.45M	+$1.39M	2	0.66%	New