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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
NCM
New Capital Management
Texas
$18K +$17.4K 1 0.03% New
1227
Avior Wealth Management
Avior Wealth Management
Nebraska
$17K $0 1 0.01% Maintained
1228
WOC
West Oak Capital
California
$14.2K -$52.2K 1 0.01% Reduced
1229
CBT
Capital Bank & Trust
California
$13K $0 1 0% Maintained
1230
MCM
MV Capital Management
Maryland
$13K $0 1 0% Maintained
1231
PP
Palladium Partners
Virginia
$12K -$3.86K 1 0% Reduced
1232
TCM
Tradewinds Capital Management
Washington
$12K $0 2 0.01% Maintained
1233
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K $0 1 0.01% Maintained
1234
MWM
MinichMacGregor Wealth Management
New York
$11K $0 2 0.01% Maintained
1235
OSNBOA
Old Second National Bank of Aurora
Illinois
$11K +$12K 1 0% New
1236
VIA
Vantage Investment Advisors
Pennsylvania
$11K -$20.8K 1 0% Reduced
1237
WAP
Wealthcare Advisory Partners
Pennsylvania
$11K +$11.7K 4 0% Increased
1238
BDWM
Brewin Dolphin Wealth Management
Ireland
$9.94K +$9.59K 1 0.01% New
1239
Clearstead Advisors
Clearstead Advisors
Ohio
$9K $0 1 0% Maintained
1240
DVM
Dreman Value Management
Florida
$9K $0 2 0% Maintained
1241
HS
Horan Securities
United States
$9K $0 1 0.01% Maintained
1242
LA
Legacy Advisors
Pennsylvania
$8K +$8.41K 1 0.01% New
1243
CPA
Clear Perspective Advisors
Illinois
$7K -$26K 1 0.01% Reduced
1244
FCMT
Founders Capital Management (Texas)
Texas
$7K $0 1 0.01% Maintained
1245
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$3.09K 3 0% Increased
1246
TIM
Tortoise Investment Management
New York
$7K -$20K 1 0% Reduced
1247
WA
WealthTrust-Arizona
Arizona
$7K +$185 1 0% Increased
1248
AGA
Accuvest Global Advisors
Utah
$5K -$1.13M 1 0% Reduced
1249
MFBTD
MB Financial Bank - Trust Department
Illinois
$5K $0 1 0% Maintained
1250
TCM
TD Capital Management
Tennessee
$5K +$4.87K 1 0% New