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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
1076
Waverly Advisors
Waverly Advisors
Alabama
$1.23M -$12.7K 2 0.01% Reduced
1077
LA
LVW Advisors
New York
$1.23M -$312K 2 0.11% Reduced
1078
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$1.21M +$58K 2 0.03% Increased
1079
CAM
Claret Asset Management
Quebec, Canada
$1.21M -$68.3K 2 0.13% Reduced
1080
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.21M -$20.5K 2 0.01% Reduced
1081
Weiss Asset Management
Weiss Asset Management
Massachusetts
$1.2M -$11.2M 2 0.01% Reduced
1082
AAM
AR Asset Management
California
$1.2M $0 1 0.22% Maintained
1083
TCTC Holdings
TCTC Holdings
Texas
$1.2M $0 1 0.03% Maintained
1084
OWA
Outlook Wealth Advisors
Texas
$1.19M -$14.1K 2 0.26% Reduced
1085
LCGC
Legacy Capital Group California
California
$1.18M -$10.3K 1 0.36% Reduced
1086
PCP
Proficio Capital Partners
Massachusetts
$1.18M +$1.13M 2 0.04% New
1087
TYCC
Texas Yale Capital Corp
Florida
$1.17M $0 1 0.03% Maintained
1088
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.17M +$12.7K 1 0.39% Increased
1089
GLAM
Gardner Lewis Asset Management
Pennsylvania
$1.16M +$1.07M 1 0.26% New
1090
RIM
Redwood Investment Management
Arizona
$1.15M +$1.13M 1 0.11% New
1091
Curi RMB Capital
Curi RMB Capital
Illinois
$1.15M -$114 2 0.02% Reduced
1092
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$1.15M -$656K 1 0% Reduced
1093
VFG
Victory Financial Group
Texas
$1.15M +$50.6K 1 0.12% Increased
1094
MK
MASTERINVEST Kapitalanlage
$1.15M -$1.46M 1 0.1% Reduced
1095
WFG
Wormser Freres Gestion
France
$1.15M -$11.1K 1 0.65% Reduced
1096
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$1.15M +$254K 4 0.03% Increased
1097
VHAM
Van Hulzen Asset Management
California
$1.14M -$223K 1 0.08% Reduced
1098
WA
Waddell & Associates
Tennessee
$1.13M -$20.9K 2 0.06% Reduced
1099
FF
Friedenthal Financial
New Jersey
$1.13M +$1.01M 1 0.52% Increased
1100
NAAA
New Age Alpha Advisors
New York
$1.13M -$1.55M 4 0.05% Reduced