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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
CFG
CKW Financial Group
Hawaii
$20K -$41K 1 0.01% Reduced
1152
CFN
Cordasco Financial Network
Florida
$20K $0 1 0.02% Maintained
1153
AWM
AllSquare Wealth Management
New York
$19K $0 1 0.02% Maintained
1154
FAM
Formidable Asset Management
Ohio
$19K $0 1 0.01% Maintained
1155
Gradient Investments
Gradient Investments
Minnesota
$19K -$249K 3 0% Reduced
1156
TFO
Tarbox Family Office
California
$19K +$1.52K 5 0.02% Increased
1157
AMG National Trust Bank
AMG National Trust Bank
Colorado
$18K $0 1 0% Maintained
1158
QAM
QCI Asset Management
New York
$18K $0 1 0% Maintained
1159
RFA
Reilly Financial Advisors
California
$18K -$17K 2 0% Reduced
1160
GWS
Glassman Wealth Services
Virginia
$17K $0 2 0.02% Maintained
1161
IC
IKOS CIF
Cyprus
$17K -$273K 1 0.05% Reduced
1162
RPG
Risk Paradigm Group
Texas
$16.3K +$17.4K 2 0.03% New
1163
HF
Hoxton Financial
West Virginia
$16K $0 1 0.01% Maintained
1164
WAS
Winch Advisory Services
Wisconsin
$16K $0 2 0.02% Maintained
1165
ARMT
Amica Retiree Medical Trust
Rhode Island
$15K $0 1 0.01% Maintained
1166
AP
Atwood & Palmer
Missouri
$15K $0 1 0% Maintained
1167
Avior Wealth Management
Avior Wealth Management
Nebraska
$15K +$14.8K 1 0.01% New
1168
BG
Bollard Group
Massachusetts
$15K +$84 1 0% Increased
1169
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$15K +$15.1K 1 0% New
1170
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$14K $0 1 0% Maintained
1171
EWM
Edge Wealth Management
New York
$14K $0 1 0.01% Maintained
1172
NMIS
Northwestern Mutual Investment Services
Wisconsin
$14K +$14.2K 2 0% New
1173
TIM
Tortoise Investment Management
New York
$14K $0 1 0.01% Maintained
1174
WIC
Woodmont Investment Counsel
Tennessee
$14K +$13.7K 1 0% New
1175
FMP
Financial Management Professionals
Texas
$13K $0 1 0.01% Maintained