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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
WC
Whitnell & Co
Illinois
$14K +$5.47K 2 0.01% Increased
1252
DVM
Dreman Value Management
Florida
$12K -$392K 3 0.01% Reduced
1253
ECM
Estabrook Capital Management
New York
$11.6K -$11K 1 0% Reduced
1254
Clearstead Advisors
Clearstead Advisors
Ohio
$11K +$10.5K 1 0% New
1255
CCM
Cribstone Capital Management
Maine
$11K $0 1 0.01% Maintained
1256
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$11K +$548 2 0.01% Increased
1257
RFM
Royal Fund Management
Florida
$11K +$10.9K 1 0.01% New
1258
ACS
Archford Capital Strategies
Illinois
$10K $0 3 0% Maintained
1259
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$10K -$8.76K 3 0.01% Reduced
1260
TCM
Tradewinds Capital Management
Washington
$10K $0 2 0.01% Maintained
1261
WA
WealthTrust-Arizona
Arizona
$10K +$614 2 0.01% Increased
1262
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K +$8.13K 1 0.01% New
1263
MWM
MinichMacGregor Wealth Management
New York
$8K -$17.7K 2 0.01% Reduced
1264
FCB
First Command Bank
Texas
$7K +$7.84K 1 0.01% New
1265
FCFS
First Command Financial Services
Texas
$7K +$7.84K 1 0.01% New
1266
M
MOTCO
Texas
$7K $0 1 0% Maintained
1267
LWM
Lenox Wealth Management
Ohio
$6K $0 1 0% Maintained
1268
WTB
Washington Trust Bank
Washington
$6K -$3.36K 5 0% Reduced
1269
ATC
Adirondack Trust Company
New York
$5K $0 1 0% Maintained
1270
PRS
Pinkerton Retirement Specialists
Idaho
$5K +$2.7K 4 0% Increased
1271
AWA
Artemis Wealth Advisors
New York
$4K +$4.42K 1 0% New
1272
BKA
Brick & Kyle Associates
Pennsylvania
$4K $0 1 0% Maintained
1273
CBT
Central Bank & Trust
Kentucky
$4K $0 1 0% Maintained
1274
CP
Corbenic Partners
Pennsylvania
$4K +$4.31K 2 0% New
1275
CPA
Cowen Prime Advisors
New York
$4K +$4.83K 1 0% New