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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
1151
BRWM
B. Riley Wealth Management
Tennessee
$41K +$17.3K 1 0.03% Increased
1152
YL
YCG LLC
Texas
$39K $0 1 0.01% Maintained
1153
IWMPD
Integrated Wealth Management (Palm Desert)
California
$38K +$27.1K 7 0.01% Increased
1154
BWA
Burt Wealth Advisors
Maryland
$37K +$38 1 0.04% Increased
1155
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$37K -$4.79K 4 0.02% Reduced
1156
PSI
Pinnacle Summer Investments
Virginia
$37K -$2.16K 3 0.01% Reduced
1157
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$36K $0 2 0.04% Maintained
1158
Capital International Sarl
Capital International Sarl
California
$35K -$11.5K 1 0% Reduced
1159
RFA
Reilly Financial Advisors
California
$35K +$19.1K 3 0.01% Increased
1160
CBT
Central Bank & Trust
Kentucky
$33K $0 1 0.01% Maintained
1161
GAM
Gemmer Asset Management
California
$33K -$842 4 0.02% Reduced
1162
SAM
Shamrock Asset Management
Texas
$29K +$31.7K 1 0.01% New
1163
SIG
Stanford Investment Group
California
$29K -$25K 1 0.02% Reduced
1164
ECM
Estabrook Capital Management
New York
$27.4K $0 2 0% Maintained
1165
Allworth Financial
Allworth Financial
California
$27K $0 2 0.01% Maintained
1166
CHP
Cable Hill Partners
Oregon
$27K $0 2 0.02% Maintained
1167
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$26K -$8.72K 1 0.01% Reduced
1168
WP
WealthPLAN Partners
Nebraska
$23K +$120 1 0.01% Increased
1169
Global X Management Company
Global X Management Company
New York
$22K +$23.3K 6 0% New
1170
AWM
AllSquare Wealth Management
New York
$21K -$5.84K 1 0.02% Reduced
1171
CFN
Cordasco Financial Network
Florida
$21K -$79K 1 0.02% Reduced
1172
AWA
AmeriServ Wealth Advisors
Pennsylvania
$20K +$20.3K 1 0.02% New
1173
AMG National Trust Bank
AMG National Trust Bank
Colorado
$20K $0 1 0% Maintained
1174
FAM
Formidable Asset Management
Ohio
$20K $0 1 0.01% Maintained
1175
GWS
Glassman Wealth Services
Virginia
$20K $0 2 0.02% Maintained