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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
1226
WA
Winfield Associates
Ohio
$19K $0 1 0.01% Maintained
1227
AIM
Advantage Investment Management
Iowa
$18K +$11.9K 4 0.01% Increased
1228
DBT
Dubuque Bank & Trust
Iowa
$18K -$7K 1 0% Reduced
1229
EWM
Edge Wealth Management
New York
$18K $0 1 0.01% Maintained
1230
IWMPD
Integrated Wealth Management (Palm Desert)
California
$18K $0 4 0.01% Maintained
1231
RFA
Reilly Financial Advisors
California
$18K $0 2 0% Maintained
1232
AWM
AllSquare Wealth Management
New York
$17K $0 1 0.02% Maintained
1233
BG
Bollard Group
Massachusetts
$17K $0 1 0% Maintained
1234
TFO
Tarbox Family Office
California
$17K $0 3 0.01% Maintained
1235
AMG National Trust Bank
AMG National Trust Bank
Colorado
$16K $0 1 0% Maintained
1236
ADL
Asset Dedication LLC
California
$16K +$1.1K 3 0.01% Increased
1237
Avior Wealth Management
Avior Wealth Management
Nebraska
$16K $0 1 0.01% Maintained
1238
FMP
Financial Management Professionals
Texas
$16K $0 1 0.01% Maintained
1239
PAI
Pittenger & Anderson Inc
Nebraska
$16K +$16K 1 0% New
1240
TIM
Tortoise Investment Management
New York
$16K -$1.98K 1 0.01% Reduced
1241
IAM
ICM Asset Management
Washington
$15K +$15K 1 0.02% New
1242
SAM
Shamrock Asset Management
Texas
$15K $0 1 0.01% Maintained
1243
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$14K +$4.09K 3 0% Increased
1244
WAS
Winch Advisory Services
Wisconsin
$14K +$91 1 0.01% Increased
1245
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$12K +$7.84K 2 0.01% Increased
1246
ACS
Archford Capital Strategies
Illinois
$11K +$2.46K 3 0% Increased
1247
LWM
LBA Wealth Management
Florida
$11K +$11.5K 2 0.01% New
1248
TCM
Tradewinds Capital Management
Washington
$11K $0 2 0.01% Maintained
1249
CCM
Cribstone Capital Management
Maine
$10K -$6K 1 0.01% Reduced
1250
Balentine LLC
Balentine LLC
Georgia
$9K $0 1 0% Maintained