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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
KPCM
Kings Point Capital Management
New York
$106K $0 2 0.03% Maintained
1177
FMLI
Fukoku Mutual Life Insurance
Japan
$100K +$21.7K 1 0.02% Increased
1178
MUS
Mitsubishi UFJ Securities
Japan
$97K +$81K 2 0.13% Increased
1179
SIM
Sonora Investment Management
Arizona
$94.6K +$1.95K 4 0.02% Increased
1180
PCTC
Perkins Coie Trust Company
Washington
$94K $0 1 0.06% Maintained
1181
HPBT
High Point Bank & Trust
North Carolina
$93K -$17.8K 2 0.02% Reduced
1182
MFW
Mosaic Family Wealth
Missouri
$93K $0 3 0.04% Maintained
1183
DSC
Duncker Streett & Co
Missouri
$91K -$29.6K 2 0.03% Reduced
1184
MMG
Monetary Management Group
Missouri
$89K $0 1 0.04% Maintained
1185
CAW
Cornerstone Advisors (Washington)
Washington
$87K +$7K 6 0.09% Increased
1186
SignatureFD
SignatureFD
Georgia
$87K +$43.1K 7 0.01% Increased
1187
Krilogy Financial
Krilogy Financial
Missouri
$84K +$1.41K 3 0.03% Increased
1188
VCM
Versant Capital Management
Arizona
$79K -$35.5K 8 0.05% Reduced
1189
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$78K +$1.48K 1 0.01% Increased
1190
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$72K -$6.21K 3 0.01% Reduced
1191
GWM
Gupta Wealth Management
California
$70K -$5.66K 2 0.02% Reduced
1192
FMA
FNY Managed Accounts
New York
$68.9K +$67.6K 1 0.12% New
1193
Ronald Blue & Co
Ronald Blue & Co
Georgia
$68K $0 1 0% Maintained
1194
TFA
Transamerica Financial Advisors
Florida
$63K -$31.3K 4 0.01% Reduced
1195
TC
Trust Company
Kansas
$62K +$56.9K 1 0.03% New
1196
BAM
Barrett Asset Management
New York
$61K $0 3 0.01% Maintained
1197
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$61K $0 2 0.03% Maintained
1198
FANJ
Financial Architects (New Jersey)
New Jersey
$59K +$54.8K 7 0.02% New
1199
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$57K +$53.6K 1 0.05% New
1200
AWMS
Advocacy Wealth Management Services
Georgia
$56K -$13.6K 1 0.04% Reduced