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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
YL
YCG LLC
Texas
$56K +$16.6K 1 0.02% Increased
1202
AA
Apriem Advisors
California
$54K +$319 4 0.02% Increased
1203
DPA
Delphi Private Advisors
California
$51K -$579 4 0.09% Reduced
1204
MDCM
Morgan Dempsey Capital Management
Wisconsin
$50K -$2.45K 2 0.02% Reduced
1205
TDC
Thompson Davis & Co
Virginia
$42K +$5.11K 4 0.06% Increased
1206
AIM
Anchor Investment Management
South Carolina
$41.4K +$40.4K 2 0.02% New
1207
CHP
Cable Hill Partners
Oregon
$41K $0 3 0.03% Maintained
1208
HR
Howe & Rusling
New York
$39K -$69 2 0.01% Reduced
1209
QAM
QCI Asset Management
New York
$39K $0 2 0.01% Maintained
1210
WM
WS Management
Florida
$39K +$39.2K 1 0% New
1211
NC
NewSquare Capital
Pennsylvania
$38K -$5K 1 0.01% Reduced
1212
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$36.9K $0 1 0.01% Maintained
1213
PCP
Proficio Capital Partners
Massachusetts
$33K -$5.29K 6 0.03% Reduced
1214
CFG
CKW Financial Group
Hawaii
$32K $0 1 0.01% Maintained
1215
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$13.7K 5 0.02% Increased
1216
JWA
JFS Wealth Advisors
Pennsylvania
$30K +$680 3 0.01% Increased
1217
UFA
US Financial Advisors
Massachusetts
$29K -$4.94K 4 0.05% Reduced
1218
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$28.8K +$20.2K 3 0.04% Increased
1219
ECM
Estabrook Capital Management
New York
$27.4K -$6.67K 2 0% Reduced
1220
CBT
Central Bank & Trust
Kentucky
$27K -$5.59K 2 0.01% Reduced
1221
GAM
Gemmer Asset Management
California
$27K -$398 4 0.02% Reduced
1222
SIG
Stanford Investment Group
California
$25K $0 1 0.01% Maintained
1223
GWS
Glassman Wealth Services
Virginia
$23K $0 2 0.02% Maintained
1224
IWMPD
Integrated Wealth Management (Palm Desert)
California
$23K -$1.16K 4 0.01% Reduced
1225
WA
Winfield Associates
Ohio
$23K +$19.7K 1 0.02% New