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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
1101
SSA
Sierra Summit Advisors
Nevada
$1.12M +$146K 1 0.13% Increased
1102
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$1.11M -$1.9K 2 0.02% Reduced
1103
CI
Cigna Investments
Connecticut
$1.11M $0 2 0.14% Maintained
1104
ACM
Accent Capital Management
Ohio
$1.11M +$1.08M 3 0.48% Increased
1105
PAG
Poinciana Advisors Group
Florida
$1.11M $0 2 0.82% Maintained
1106
PCS
Personal CFO Solutions
New Jersey
$1.1M +$11.5K 3 0.16% Increased
1107
CICI
Capital Investment Counsel Inc
North Carolina
$1.1M -$117K 1 0.12% Reduced
1108
SFC
SYM Financial Corp
Indiana
$1.09M -$50.7K 2 0.09% Reduced
1109
RWP
Revolve Wealth Partners
New Jersey
$1.09M +$738K 3 0.11% Increased
1110
SB
Simmons Bank
Arkansas
$1.09M -$372K 2 0.06% Reduced
1111
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$1.09M -$377K 1 0.01% Reduced
1112
CFA
Collaborative Fund Advisors
Nevada
$1.08M +$83.4K 2 0.63% Increased
1113
NG
Novem Group
New York
$1.08M +$1.01M 1 0.11% New
1114
BCM
Boltwood Capital Management
California
$1.08M -$29.9K 1 0.25% Reduced
1115
JCIA
Jackson Creek Investment Advisors
Colorado
$1.07M -$189K 1 0.35% Reduced
1116
PSP
Principal Street Partners
Tennessee
$1.07M -$55.6K 2 0.16% Reduced
1117
TSW
Three Seasons Wealth
Utah
$1.05M +$246K 2 0.1% Increased
1118
FCG
Fielder Capital Group
Tennessee
$1.05M -$30.2K 2 0.23% Reduced
1119
T2I
Turim 21 Investimentos
Brazil
$1.05M +$20.9K 1 0.17% Increased
1120
SBI Securities
SBI Securities
Japan
$1.04M +$29.1K 18 0.02% Increased
1121
SI
Sava Infond
Slovenia
$1.02M +$963K 1 0.07% New
1122
Montag & Associates
Montag & Associates
Georgia
$1.02M +$211 4 0.04% Increased
1123
PFG
Prosperity Financial Group
California
$1.01M -$348 1 0.31% Reduced
1124
BIAS
Beacon Investment Advisory Services
New Jersey
$1.01M $0 3 0.04% Maintained
1125
JAFL
Jay A. Fishman Ltd
Michigan
$1.01M $0 1 0.08% Maintained