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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
HMS
Hanseatic Management Services
New Mexico
$36K +$15K 1 0.04% Increased
1202
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$35K +$4.76K 2 0.01% Increased
1203
WPA
West Paces Advisors
Georgia
$34K -$1.7K 3 0.03% Reduced
1204
EA
Edge Advisors
Georgia
$33K +$29.3K 4 0% Increased
1205
CFG
CKW Financial Group
Hawaii
$32K $0 1 0.01% Maintained
1206
TDC
Thompson Davis & Co
Virginia
$32K +$5.26K 4 0.06% Increased
1207
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$31.8K -$2.79K 4 0% Reduced
1208
CFD
Creative Financial Designs
Indiana
$30K +$2.55K 3 0.02% Increased
1209
GAM
Gemmer Asset Management
California
$29K $0 4 0.01% Maintained
1210
GWS
Glassman Wealth Services
Virginia
$27K -$6.07K 5 0.02% Reduced
1211
DBT
Dubuque Bank & Trust
Iowa
$25K $0 2 0% Maintained
1212
IHT Wealth Management
IHT Wealth Management
Illinois
$24K -$103K 3 0.01% Reduced
1213
PO
Private Ocean
California
$23K $0 1 0.01% Maintained
1214
M
MOTCO
Texas
$22K $0 1 0% Maintained
1215
NC
NewSquare Capital
Pennsylvania
$22K -$20.5K 1 0.01% Reduced
1216
PA
Perennial Advisors
New York
$22K $0 1 0.01% Maintained
1217
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$22K +$20.5K 1 0.01% New
1218
TFO
Tarbox Family Office
California
$21K +$992 5 0.01% Increased
1219
EWM
Edge Wealth Management
New York
$20K $0 1 0.01% Maintained
1220
Frontier Capital Management
Frontier Capital Management
Massachusetts
$20K +$2.14K 1 0% Increased
1221
HI
Hudock Inc
Pennsylvania
$20K $0 1 0.01% Maintained
1222
WA
Winfield Associates
Ohio
$19K -$4K 1 0.01% Reduced
1223
Close Asset Management
Close Asset Management
United Kingdom
$18K $0 2 0% Maintained
1224
FMP
Financial Management Professionals
Texas
$18K $0 1 0.01% Maintained
1225
JWA
JFS Wealth Advisors
Pennsylvania
$18K $0 1 0% Maintained