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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
GAM
Gemmer Asset Management
California
$23K $0 3 0.01% Maintained
1227
AWM
AllSquare Wealth Management
New York
$20K +$5.37K 1 0.02% Increased
1228
HCM
Highlander Capital Management
New Jersey
$20K $0 2 0.02% Maintained
1229
JWA
JFS Wealth Advisors
Pennsylvania
$20K +$2.09K 1 0.01% Increased
1230
PP
Palladium Partners
Virginia
$20K $0 1 0% Maintained
1231
SIG
Stanford Investment Group
California
$20K $0 1 0.01% Maintained
1232
AIM
Advantage Investment Management
Iowa
$19K +$2.73K 4 0.01% Increased
1233
PK
Pflug Koory
Nebraska
$19K +$20.1K 1 0.02% New
1234
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$18K $0 1 0.01% Maintained
1235
IWC
Integrated Wealth Counsel
California
$18K +$15K 1 0.04% Increased
1236
PA
Perennial Advisors
New York
$18K +$18.3K 1 0.01% New
1237
EWM
Edge Wealth Management
New York
$17K $0 1 0.01% Maintained
1238
WA
Winfield Associates
Ohio
$17K $0 1 0.01% Maintained
1239
FMP
Financial Management Professionals
Texas
$16K $0 1 0.01% Maintained
1240
FPB
First PREMIER Bank
South Dakota
$16K +$18.6K 1 0.01% New
1241
RFA
Reilly Financial Advisors
California
$16K -$1.75K 2 0% Reduced
1242
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$16K +$17.3K 1 0.01% New
1243
AMG National Trust Bank
AMG National Trust Bank
Colorado
$15K $0 1 0% Maintained
1244
Avior Wealth Management
Avior Wealth Management
Nebraska
$15K $0 1 0.01% Maintained
1245
BG
Bollard Group
Massachusetts
$15K +$81 1 0% Increased
1246
Harvest Fund Management
Harvest Fund Management
China
$15K +$17K 1 0% New
1247
IAM
ICM Asset Management
Washington
$15K $0 1 0.02% Maintained
1248
LWM
LBA Wealth Management
Florida
$15K +$6.25K 1 0.01% Increased
1249
TFO
Tarbox Family Office
California
$15K $0 3 0.01% Maintained
1250
TIM
Tortoise Investment Management
New York
$15K $0 1 0.01% Maintained