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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
VCM
Versant Capital Management
Arizona
$61K -$11.4K 8 0.03% Reduced
1177
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59.6K $0 2 0.05% Maintained
1178
JFA
JNBA Financial Advisors
Minnesota
$59K +$2.44K 2 0.01% Increased
1179
ADL
Asset Dedication LLC
California
$58K -$70K 1 0.03% Reduced
1180
BWM
Baystate Wealth Management
Massachusetts
$58K +$485 2 0.01% Increased
1181
AIM
Advantage Investment Management
Iowa
$57K +$9.11K 4 0.02% Increased
1182
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$55K $0 1 0% Maintained
1183
CWM
Catamount Wealth Management
Connecticut
$54K +$51.3K 1 0.03% New
1184
Covington Capital Management
Covington Capital Management
California
$54K +$53.5K 2 0% New
1185
YWP
YorkBridge Wealth Partners
New York
$54K -$5.28K 6 0.03% Reduced
1186
BCM
Blume Capital Management
California
$53K $0 3 0.03% Maintained
1187
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$52K $0 2 0.06% Maintained
1188
TCOV
Trust Company of Vermont
Vermont
$51K -$77.2K 3 0.01% Reduced
1189
AOWM
Alpha Omega Wealth Management
Virginia
$46K -$11.3K 3 0.02% Reduced
1190
DPA
Delphi Private Advisors
California
$46K $0 1 0.13% Maintained
1191
SMG
Spectrum Management Group
Indiana
$46K +$40.2K 2 0.02% New
1192
KPCM
Kings Point Capital Management
New York
$43K -$80K 1 0.01% Reduced
1193
Krilogy Financial
Krilogy Financial
Missouri
$42K -$16.6K 4 0.01% Reduced
1194
RFA
Reilly Financial Advisors
California
$42K $0 3 0.01% Maintained
1195
CCM
Cribstone Capital Management
Maine
$41K -$4.54K 2 0.02% Reduced
1196
FPB
First PREMIER Bank
South Dakota
$41K -$1.12K 2 0.03% Reduced
1197
Global Retirement Partners
Global Retirement Partners
California
$41K -$10K 4 0.02% Reduced
1198
AFNAS
American Financial Network Advisory Services
California
$40K +$36.7K 3 0.02% New
1199
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$3K 3 0.02% Reduced
1200
CBT
Central Bank & Trust
Kentucky
$38K -$9.61K 2 0.01% Reduced