← All themes

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
1151
SFU
Stonehage Fleming (UK)
United Kingdom
$15K -$12.6K 1 0.01% Reduced
1152
AC
Alexandria Capital
Virginia
$14K +$320 2 0.01% Increased
1153
BG
Bollard Group
Massachusetts
$14K +$13.9K 1 0% New
1154
One Capital Management
One Capital Management
California
$14K +$14.3K 1 0.01% New
1155
ACS
Archford Capital Strategies
Illinois
$12K -$44.8K 4 0.01% Reduced
1156
OC
Oakworth Capital
Alabama
$12K $0 2 0.01% Maintained
1157
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$11K $0 1 0% Maintained
1158
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$11K $0 2 0% Maintained
1159
HI
Hudock Inc
Pennsylvania
$11K $0 1 0.01% Maintained
1160
NIM
NuWave Investment Management
New Jersey
$11K -$410K 2 0.03% Reduced
1161
FANJ
Financial Architects (New Jersey)
New Jersey
$10K -$19K 2 0% Reduced
1162
WOC
West Oak Capital
California
$9.86K $0 1 0.01% Maintained
1163
TCM
Tradewinds Capital Management
Washington
$9K +$7.82K 2 0.01% Increased
1164
LWM
LBA Wealth Management
Florida
$8K +$9.35K 2 0.01% New
1165
AF
Arrow Financial
New York
$7K +$5.7K 3 0% Increased
1166
EWM
Elite Wealth Management
Washington
$7K -$108K 1 0.01% Reduced
1167
LWA
Lenox Wealth Advisors
New York
$7K +$7K 1 0% New
1168
NC
NewSquare Capital
Pennsylvania
$7K $0 1 0% Maintained
1169
QI
Qualcomm Inc
California
$7K $0 1 0% Maintained
1170
TWI
Thomas White International
Illinois
$7K $0 1 0% Maintained
1171
WCM
Wealthcare Capital Management
Virginia
$7K +$6.99K 1 0% New
1172
CFSG
Community Financial Services Group
Vermont
$6K $0 1 0% Maintained
1173
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$6K -$1.04M 2 0% Reduced
1174
DA
Dunvegan Associates
California
$5K $0 1 0% Maintained
1175
HCM
Horrell Capital Management
Arkansas
$4K $0 1 0% Maintained