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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
1201
TPW
Talon Private Wealth
Florida
$790K +$732K 1 0.09% New
1202
PPW
Parcion Private Wealth
Washington
$787K -$34.1K 2 0.04% Reduced
1203
RP
Riverwater Partners
Wisconsin
$785K -$470K 2 0.23% Reduced
1204
NS
NBC Securities
Alabama
$783K +$282K 5 0.05% Increased
1205
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$780K -$10.8K 2 0.03% Reduced
1206
HIM
Hanlon Investment Management
New Jersey
$772K -$36K 1 0.41% Reduced
1207
Spire Wealth Management
Spire Wealth Management
Virginia
$762K +$457K 7 0.02% Increased
1208
SCA
Sippican Capital Advisors
Massachusetts
$759K +$4.04K 2 0.46% Increased
1209
CF
Centaurus Financial
California
$757K $0 1 0.03% Maintained
1210
CI
CacheTech Inc
Utah
$756K +$406K 1 0.12% Increased
1211
CF
Convergence Financial
Missouri
$749K -$65.9K 1 0.06% Reduced
1212
NSG
Nalls Sherbakoff Group
Tennessee
$745K $0 1 0.53% Maintained
1213
EFS
Essex Financial Services
Connecticut
$738K -$6.63K 3 0.04% Reduced
1214
RFS
RM Financial Services
Maine
$737K $0 1 0.55% Maintained
1215
CMF
Counterpoint Mutual Funds
California
$736K -$5.09M 2 0.07% Reduced
1216
SI
Saxon Interests
Texas
$735K $0 1 0.2% Maintained
1217
PC
Permanens Capital
New York
$733K +$51.6K 1 0.08% Increased
1218
SVWAG
Sound View Wealth Advisors Group
Georgia
$731K -$50.8K 1 0.05% Reduced
1219
HC
Hurley Capital
New York
$730K -$4.4K 1 0.38% Reduced
1220
BAMCO Inc
BAMCO Inc
New York
$729K +$158K 1 0% Increased
1221
WDA
Wendell David Associates
New Hampshire
$724K -$75.8K 1 0.08% Reduced
1222
BWA
Basecamp Wealth Advisors
Washington
$723K -$7.85K 11 0.13% Reduced
1223
GHA
GW Henssler & Associates
Georgia
$716K -$9.7M 2 0.03% Reduced
1224
AWM
Ariadne Wealth Management
California
$714K -$101K 2 0.32% Reduced
1225
BRWM
Blue Rock Wealth Management
North Carolina
$708K $0 1 0.39% Maintained