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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
1276	M MATAURO New York	$601K	-$102K	1	0.08%	Reduced
1277	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$597K	-$548K	1	0.39%	Reduced
1278	TCA Transcend Capital Advisors Madison, New Jersey	$594K	-$312K	1	0.04%	Reduced
1279	JF JMN Financial New Albany, Ohio	$593K	+$279K	3	0.46%	Increased
1280	IAIM International Assets Investment Management Orlando, Florida	$593K	+$24.4K	5	0.04%	Increased
1281	Blue Trust Inc Alpharetta, Georgia	$591K	+$8.89K	6	0.01%	Increased
1282	PCG Prosperity Consulting Group Owings Mills, Maryland	$590K	+$22.7K	1	0.02%	Increased
1283	IFG Advisory Atlanta, Georgia	$589K	+$623K	8	0.02%	New
1284	GM GeoWealth Management Chicago, Illinois	$589K	-$17.9K	2	0.02%	Reduced
1285	CFG Capital Financial Group Greenwood Village, Colorado	$587K	+$108K	1	0.31%	Increased
1286	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$587K	-$3.75K	2	0.02%	Reduced
1287	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$586K	$0	1	0.16%	Maintained
1288	YMRC Yorktown Management & Research Company Forest, Virginia	$586K	+$283K	1	0.36%	Increased
1289	Evercore Wealth Management New York	$586K	$0	1	0.01%	Maintained
1290	TPI Trust Point Inc La Crosse, Wisconsin	$586K	$0	1	0.05%	Maintained
1291	NP Nilsine Partners Greenwood Village, Colorado	$579K	+$34.2K	1	0.04%	Increased
1292	DRW Securities Chicago, Illinois	$576K	-$910K	4	0.01%	Reduced
1293	SP Symmetry Partners Glastonbury, Connecticut	$576K	+$266K	2	0.03%	Increased
1294	IIM Illumine Investment Management Poulsbo, Washington	$575K	-$537K	0	–	Closed
1295	OWA One Wealth Advisors San Francisco, California	$574K	+$132K	1	0.06%	Increased
1296	VV Verity & Verity Beaufort, South Carolina	$573K	-$210K	1	0.04%	Reduced
1297	PA Probity Advisors Dallas, Texas	$572K	+$53.7K	1	0.08%	Increased
1298	Cornerstone Investment Partners Atlanta, Georgia	$572K	-$26.2K	2	0.02%	Reduced
1299	Savvy Advisors Inc New York	$572K	+$236K	2	0.01%	Increased
1300	XWL XXI Wealth LLC Chicago, Illinois	$570K	-$259K	1	0.26%	Reduced