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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
1176
GWA
Genesis Wealth Advisors
Massachusetts
$19.4K +$4.57K 1 0.02% Increased
1177
QAM
QCI Asset Management
New York
$19K $0 1 0% Maintained
1178
GGHC
Gilder Gagnon Howe & Co
New York
$18K +$20.4K 1 0% New
1179
TCM
Tradewinds Capital Management
Washington
$18K +$2.45K 2 0.01% Increased
1180
ARMT
Amica Retiree Medical Trust
Rhode Island
$17K $0 1 0.01% Maintained
1181
EWM
Edge Wealth Management
New York
$17K $0 1 0.01% Maintained
1182
HF
Hoxton Financial
West Virginia
$17K $0 1 0.01% Maintained
1183
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$2.92K 3 0% Reduced
1184
SFWA
Summit Financial Wealth Advisors
Louisiana
$17K $0 2 0.01% Maintained
1185
TFO
Tarbox Family Office
California
$17K $0 4 0.01% Maintained
1186
TIM
Tortoise Investment Management
New York
$17K $0 1 0.01% Maintained
1187
UFA
US Financial Advisors
Massachusetts
$17K -$3.77K 2 0.02% Reduced
1188
WAS
Winch Advisory Services
Wisconsin
$17K $0 2 0.01% Maintained
1189
BG
Bollard Group
Massachusetts
$16K $0 1 0% Maintained
1190
FMP
Financial Management Professionals
Texas
$15K $0 1 0.01% Maintained
1191
TJHA
Thomas J. Herzfeld Advisors
Florida
$15K +$14.5K 1 0.01% New
1192
AP
Atwood & Palmer
Missouri
$14K +$14.9K 1 0% New
1193
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$13K $0 1 0% Maintained
1194
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$13K -$3.83K 2 0% Reduced
1195
FFC
First Financial Corp
Indiana
$13K -$22.1K 1 0.01% Reduced
1196
MWP
MYCIO Wealth Partners
Pennsylvania
$13K $0 2 0% Maintained
1197
LWA
Lenox Wealth Advisors
New York
$12K $0 1 0.01% Maintained
1198
P
Palladiem
Pennsylvania
$12K $0 1 0.01% Maintained
1199
WOC
West Oak Capital
California
$11.4K $0 1 0.01% Maintained
1200
ACS
Archford Capital Strategies
Illinois
$10K -$401 3 0.01% Reduced