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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
1251
TCOT
Trust Company of Toledo
Ohio
$651K +$49K 3 0.05% Increased
1252
TWD
True Wealth Design
Ohio
$649K -$7.78K 12 0.15% Reduced
1253
MP
Mangrove Partners
Connecticut
$647K -$816K 3 0.04% Reduced
1254
SGCA
Steel Grove Capital Advisors
Tennessee
$642K $0 1 0.06% Maintained
1255
UB
Umpqua Bank
Oregon
$642K -$9.74K 1 0.14% Reduced
1256
OAM
Ostrum Asset Management
France
$641K -$289K 2 0.03% Reduced
1257
CWA
Crusonia Wealth Advisors
Colorado
$634K +$5.57K 1 0.1% Increased
1258
CG
Cynosure Group
Utah
$633K +$210K 1 0.1% Increased
1259
AlTi Global
AlTi Global
New York
$629K +$590K 1 0.01% New
1260
Venture Visionary Partners
Venture Visionary Partners
Ohio
$629K -$781 1 0.02% Reduced
1261
AC
Avestar Capital
New York
$629K +$22.8K 1 0.04% Increased
1262
Penserra Capital Management
Penserra Capital Management
California
$622K -$399K 4 0% Reduced
1263
SIG Brokerage
SIG Brokerage
New York
$620K +$72.3K 2 0.01% Increased
1264
CI
Corient IA
Florida
$618K -$306K 1 0.57% Reduced
1265
AW
Alteri Wealth
California
$618K +$92K 1 0.17% Increased
1266
Krane Funds Advisors
Krane Funds Advisors
New York
$618K +$51.2K 1 0.02% Increased
1267
CP
Camelot Portfolios
Ohio
$615K $0 1 0.43% Maintained
1268
JTWM
Jackson Thornton Wealth Management
Alabama
$612K -$201K 3 0.05% Reduced
1269
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$612K -$1.07M 1 0.01% Reduced
1270
AWA
Alta Wealth Advisors
Massachusetts
$611K +$598K 1 0.17% New
1271
CWG
Cornerstone Wealth Group
North Carolina
$610K +$44.2K 2 0.04% Increased
1272
JWS
Juncture Wealth Strategies
Arizona
$608K -$14.3K 1 0.16% Reduced
1273
ACM
Aster Capital Management
United Arab Emirates
$607K -$2.16M 2 0.13% Reduced
1274
EMAM
Encompass More Asset Management
California
$605K +$592K 1 0.09% New
1275
KA
Kovack Advisors
Florida
$604K +$11.9K 2 0.03% Increased