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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	LBG Lloyds Banking Group London, United Kingdom	$10K	$0	1	0.06%	Maintained
1202	OC Oakworth Capital Birmingham, Alabama	$10K	$0	2	0%	Maintained
1203	TWI Thomas White International Chicago, Illinois	$9K	+$3.31K	1	0%	Increased
1204	M MOTCO San Antonio, Texas	$8K	$0	1	0%	Maintained
1205	CFSG Community Financial Services Group Newport, Vermont	$7K	$0	1	0%	Maintained
1206	FWM Focused Wealth Management Newburgh, New York	$7K	+$9.58K	1	0%	New
1207	AssetMark Inc Concord, California	$6K	+$6.21K	1	0%	New
1208	NC NewSquare Capital Newtown Square, Pennsylvania	$6K	+$6.12K	1	0%	New
1209	DA Dunvegan Associates Santa Barbara, California	$5K	$0	1	0.01%	Maintained
1210	RA Rational Advisors Huntington, New York	$5K	$0	1	0%	Maintained
1211	RWM Raffa Wealth Management Washington, District of Columbia	$4.39K	$0	6	0%	Maintained
1212	AIM Advantage Investment Management Cedar Rapids, Iowa	$4K	$0	3	0%	Maintained
1213	Waverly Advisors Birmingham, Alabama	$4K	+$4.29K	1	0%	New
1214	AWS Aris Wealth Services State College, Pennsylvania	$3K	-$2.28K	1	0%	Reduced
1215	HCM Horrell Capital Management Little Rock, Arkansas	$3K	$0	1	0%	Maintained
1216	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	1	0%	Maintained
1217	SA SRH Advisors Salina, Kansas	$3K	$0	2	0.02%	Maintained
1218	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$2K	+$2.24K	1	0%	New
1219	HCM Highlander Capital Management Short Hills, New Jersey	$2K	$0	1	0%	Maintained
1220	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2K	$0	1	0%	Maintained
1221	LNB Ledyard National Bank	$2K	-$17K	1	0%	Reduced
1222	RCG Ruggie Capital Group Tavares, Florida	$2K	-$5K	1	0%	Reduced
1223	DA Denali Advisors San Diego, California	$1K	-$300K	1	0%	Reduced
1224	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$421	$0	1	0%	Maintained
1225	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$363K	0	–	Closed