← All themes

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	Global Retirement Partners San Rafael, California	$74K	+$74.7K	4	0.05%	New
1177	AOWM Alpha Omega Wealth Management Richmond, Virginia	$73K	+$78.2K	3	0.04%	New
1178	BWP Baldwin Wealth Partners Marion, Massachusetts	$70K	$0	2	0.01%	Maintained
1179	IHT Wealth Management Chicago, Illinois	$69K	+$71.4K	3	0.05%	New
1180	HPBT High Point Bank & Trust High Point, North Carolina	$66K	-$25K	2	0.02%	Reduced
1181	NYLT New York Life Trust New York	$66K	-$21.9K	2	0.31%	Reduced
1182	VCM Versant Capital Management Phoenix, Arizona	$66K	-$22.3K	8	0.04%	Reduced
1183	Ronald Blue & Co Roswell, Georgia	$65K	$0	1	0%	Maintained
1184	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$61K	-$13.4K	4	0.01%	Reduced
1185	PCTC Perkins Coie Trust Company Seattle, Washington	$61K	-$16.3K	1	0.04%	Reduced
1186	Krilogy Financial St. Louis, Missouri	$59K	-$4.08K	5	0.02%	Reduced
1187	YWP YorkBridge Wealth Partners New York	$55K	+$55.6K	6	0.03%	New
1188	BAM Barrett Asset Management New York	$52K	$0	2	0%	Maintained
1189	BCM Blume Capital Management Berkeley, California	$52K	$0	3	0.03%	Maintained
1190	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$52K	+$15.7K	6	0.03%	Increased
1191	AFA Abacus FCF Advisors Orlando, Florida	$50K	+$31.3K	1	0.83%	Increased
1192	BIG Bellwether Investment Group Chattanooga, Tennessee	$49K	+$51.8K	4	0.04%	New
1193	CFD Creative Financial Designs Kokomo, Indiana	$49K	+$55.1K	3	0.04%	New
1194	HR Howe & Rusling Rochester, New York	$49K	+$2.76K	4	0.01%	Increased
1195	WOC West Oak Capital Westlake Village, California	$48.7K	$0	2	0.03%	Maintained
1196	JFA JNBA Financial Advisors Bloomington, Minnesota	$47K	-$87.1K	1	0.01%	Reduced
1197	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$47K	+$1.13K	2	0.01%	Increased
1198	Salem Investment Counselors Winston Salem, North Carolina	$46K	$0	2	0.01%	Maintained
1199	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$45.2K	+$46K	2	0.04%	New
1200	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$45K	+$26.7K	2	0.02%	Increased