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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
DSC
Duncker Streett & Co
Missouri
$69K -$18.7K 2 0.02% Reduced
1177
WOC
West Oak Capital
California
$65.1K +$51.3K 2 0.05% Increased
1178
BAM
Barrett Asset Management
New York
$60K -$2K 2 0.01% Reduced
1179
Ronald Blue & Co
Ronald Blue & Co
Georgia
$60K $0 1 0% Maintained
1180
AWMS
Advocacy Wealth Management Services
Georgia
$57K $0 1 0.03% Maintained
1181
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$57K $0 2 0.03% Maintained
1182
YL
YCG LLC
Texas
$56K $0 1 0.02% Maintained
1183
DPA
Delphi Private Advisors
California
$51K +$933 5 0.09% Increased
1184
AA
Apriem Advisors
California
$49K -$6K 3 0.02% Reduced
1185
HR
Howe & Rusling
New York
$49K +$18.7K 4 0.01% Increased
1186
MDCM
Morgan Dempsey Capital Management
Wisconsin
$48K +$1.81K 2 0.02% Increased
1187
AIM
Anchor Investment Management
South Carolina
$41.9K $0 2 0.02% Maintained
1188
PHK
Point72 Hong Kong
Hong Kong
$40K +$33.6K 3 0.05% Increased
1189
QAM
QCI Asset Management
New York
$38K $0 2 0.01% Maintained
1190
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$37.4K $0 1 0.01% Maintained
1191
CHP
Cable Hill Partners
Oregon
$37K $0 3 0.03% Maintained
1192
BCM
Blume Capital Management
California
$36K +$27.9K 3 0.02% Increased
1193
NC
NewSquare Capital
Pennsylvania
$36K $0 1 0.01% Maintained
1194
CFG
CKW Financial Group
Hawaii
$33K $0 1 0.01% Maintained
1195
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$31K $0 5 0.02% Maintained
1196
NO
Ninety One
South Africa
$30K +$29.3K 1 0.03% New
1197
JWA
JFS Wealth Advisors
Pennsylvania
$27K -$1K 2 0.01% Reduced
1198
FANJ
Financial Architects (New Jersey)
New Jersey
$26K -$31.3K 4 0.01% Reduced
1199
ECM
Estabrook Capital Management
New York
$25.6K $0 2 0% Maintained
1200
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$25.1K -$2.21K 2 0.03% Reduced