← All themes

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
1226	EPM Equitec Proprietary Markets Chicago, Illinois	$22K	+$19.6K	1	0%	New
1227	WA WealthTrust-Arizona Scottsdale, Arizona	$22K	-$8.92K	2	0.01%	Reduced
1228	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$21K	$0	3	0.01%	Maintained
1229	Avior Wealth Management Omaha, Nebraska	$20K	$0	1	0.01%	Maintained
1230	Chicago Partners Investment Group Chicago, Illinois	$20K	$0	1	0.01%	Maintained
1231	CFN Cordasco Financial Network Naples, Florida	$20K	$0	1	0.02%	Maintained
1232	DLHL Donald L. Hagan LLC Sarasota, Florida	$20K	+$19.3K	1	0.02%	New
1233	EWM Edge Wealth Management New York	$20K	$0	1	0.01%	Maintained
1234	ADL Asset Dedication LLC San Francisco, California	$19K	-$22.9K	3	0.01%	Reduced
1235	HF Hoxton Financial Shepherdstown, West Virginia	$19K	$0	1	0.01%	Maintained
1236	TFO Tarbox Family Office Newport Beach, California	$19K	-$1K	4	0.01%	Reduced
1237	TIM Tortoise Investment Management White Plains, New York	$19K	$0	1	0.01%	Maintained
1238	AWM AllSquare Wealth Management Albany, New York	$18K	-$4.37K	1	0.02%	Reduced
1239	BG Bollard Group Boston, Massachusetts	$18K	+$89	1	0%	Increased
1240	FMP Financial Management Professionals Austin, Texas	$18K	$0	1	0.01%	Maintained
1241	RFA Reilly Financial Advisors La Mesa, California	$18K	-$4K	2	0%	Reduced
1242	AW Alpha Windward Westwood, Massachusetts	$17K	$0	1	0.01%	Maintained
1243	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$17K	-$18.6K	2	0%	Reduced
1244	AMG National Trust Bank Greenwood Village, Colorado	$16K	$0	1	0%	Maintained
1245	NSIM North Star Investment Management Chicago, Illinois	$16K	$0	1	0%	Maintained
1246	SAM Shamrock Asset Management Dallas, Texas	$16K	-$15.5K	1	0.01%	Reduced
1247	TSU TD Securities (USA) New York	$15K	+$36	6	0.14%	Increased
1248	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$15K	-$4.99K	1	0.01%	Reduced
1249	WAS Winch Advisory Services Appleton, Wisconsin	$15K	-$3.91K	1	0.02%	Reduced
1250	PP Palladium Partners Norfolk, Virginia	$14K	+$12.8K	1	0%	New