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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
MMG
Monetary Management Group
Missouri
$83K $0 1 0.04% Maintained
1177
CCM
Cohen Capital Management
California
$81K +$2.1K 1 0.02% New
1178
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$81K +$73.1K 1 0.02% New
1179
BWP
Baldwin Wealth Partners
Massachusetts
$78K +$1.58K 2 0.01% Increased
1180
HCA
Harbour Capital Advisors
Virginia
$72.5K +$71K 3 0.03% New
1181
VCM
Versant Capital Management
Arizona
$70K -$359 8 0.04% Reduced
1182
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$69K -$60.6K 4 0.01% Reduced
1183
PCTC
Perkins Coie Trust Company
Washington
$68K $0 1 0.04% Maintained
1184
MFW
Mosaic Family Wealth
Missouri
$67K -$18.8K 3 0.03% Reduced
1185
TJHA
Thomas J. Herzfeld Advisors
Florida
$64K +$9.09K 2 0.03% Increased
1186
LWM
LBA Wealth Management
Florida
$61K +$49.2K 1 0.03% Increased
1187
BWM
Baystate Wealth Management
Massachusetts
$59K -$21.7K 2 0.01% Reduced
1188
Krilogy Financial
Krilogy Financial
Missouri
$59K $0 5 0.02% Maintained
1189
AOWM
Alpha Omega Wealth Management
Virginia
$58K -$20.7K 3 0.03% Reduced
1190
Ronald Blue & Co
Ronald Blue & Co
Georgia
$57K $0 1 0% Maintained
1191
WOC
West Oak Capital
California
$56.8K $0 2 0.04% Maintained
1192
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54.3K $0 2 0.05% Maintained
1193
BAM
Barrett Asset Management
New York
$53K $0 2 0% Maintained
1194
YWP
YorkBridge Wealth Partners
New York
$51K -$3.44K 6 0.03% Reduced
1195
NO
Ninety One
South Africa
$50K -$33K 1 0.03% Reduced
1196
PCP
Proficio Capital Partners
Massachusetts
$50K +$1.33K 8 0.02% Increased
1197
BCM
Blume Capital Management
California
$49K $0 3 0.03% Maintained
1198
JFA
JNBA Financial Advisors
Minnesota
$49K $0 1 0.01% Maintained
1199
ACM
AUA Capital Management
Pennsylvania
$48K -$147K 2 0.05% Reduced
1200
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$46K -$14.1K 6 0.02% Reduced