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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
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$12.7K -$23.7K 2 0.02% Reduced
1177
BCM
Blume Capital Management
California
$12K +$11.9K 1 0.01% New
1178
FFC
First Financial Corp
Indiana
$12K $0 1 0.01% Maintained
1179
NSIM
North Star Investment Management
Illinois
$12K +$12.4K 1 0% New
1180
P
Palladiem
Pennsylvania
$12K $0 1 0.02% Maintained
1181
SFWA
Summit Financial Wealth Advisors
Louisiana
$12K -$5K 1 0.01% Reduced
1182
TCM
Tradewinds Capital Management
Washington
$12K -$3.15K 2 0.01% Reduced
1183
CIM
Cambria Investment Management
California
$11K +$10.7K 1 0% New
1184
LWA
Lenox Wealth Advisors
New York
$11K $0 1 0% Maintained
1185
WOC
West Oak Capital
California
$10.7K $0 1 0.01% Maintained
1186
ACS
Archford Capital Strategies
Illinois
$10K +$2.43K 3 0.01% Increased
1187
DOA
D'Orazio & Associates
Virginia
$10K +$10.4K 1 0.01% New
1188
DBT
Dubuque Bank & Trust
Iowa
$10K -$60.7K 1 0% Reduced
1189
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$26.4K 3 0.01% Reduced
1190
OC
Oakworth Capital
Alabama
$10K $0 2 0.01% Maintained
1191
LBG
Lloyds Banking Group
United Kingdom
$9K $0 1 0.07% Maintained
1192
MUS
Mitsubishi UFJ Securities
Japan
$9K -$60.8K 1 0.06% Reduced
1193
MWP
MYCIO Wealth Partners
Pennsylvania
$9K +$1.65K 2 0% Increased
1194
TWI
Thomas White International
Illinois
$9K $0 1 0% Maintained
1195
AssetMark Inc
AssetMark Inc
California
$8K +$2.61K 2 0% Increased
1196
M
MOTCO
Texas
$8K $0 1 0% Maintained
1197
CFSG
Community Financial Services Group
Vermont
$7K $0 1 0% Maintained
1198
FWM
Focused Wealth Management
New York
$7K $0 1 0% Maintained
1199
SEC
Seven Eight Capital
New York
$7K -$411K 1 0.01% Reduced
1200
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$6K -$6.56K 2 0% Reduced