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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
CP
Corbenic Partners
Pennsylvania
$4K $0 2 0% Maintained
1277
CPA
Cowen Prime Advisors
New York
$4K $0 1 0% Maintained
1278
HFM
Hartford Financial Management
Connecticut
$4K $0 1 0% Maintained
1279
LWA
Lowe Wealth Advisors
Maryland
$4K $0 2 0% Maintained
1280
SA
SRH Advisors
Kansas
$4K $0 2 0.02% Maintained
1281
Country Trust Bank
Country Trust Bank
Illinois
$3K -$10.2M 1 0% Reduced
1282
DOA
D'Orazio & Associates
Virginia
$3K +$19 1 0% Increased
1283
FWM
Focused Wealth Management
New York
$3K $0 1 0% Maintained
1284
FFW
Fusion Family Wealth
New York
$3K -$26.8K 1 0% Reduced
1285
PRS
Pinkerton Retirement Specialists
Idaho
$3K -$2K 1 0% Reduced
1286
AP
Atwood & Palmer
Missouri
$2K +$1.49K 1 0% New
1287
DSC
Duncker Streett & Co
Missouri
$2K $0 1 0% Maintained
1288
EA
Edge Advisors
Georgia
$2K $0 4 0% Maintained
1289
Financial Engines Advisors
Financial Engines Advisors
California
$2K +$2.31K 1 0% New
1290
OCM
Oakview Capital Management
Texas
$2K -$8.83M 1 0% Reduced
1291
PCFFS
Pacific Center for Financial Services
California
$2K $0 1 0% Maintained
1292
CAM
ClariVest Asset Management
California
$1K $0 1 0% Maintained
1293
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1K $0 1 0% Maintained
1294
CFA
CT Financial Advisors
Pennsylvania
$381 $0 1 0% Maintained
1295
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$1.13M 0 – Closed
1296
AWM
AllSquare Wealth Management
New York
$0 -$20K 0 – Closed
1297
AFS
Amtrust Financial Services
New York
$0 -$1.16M 0 – Closed
1298
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$0 -$25.3M 0 – Closed
1299
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$0 -$333K 0 – Closed
1300
AA
Ancient Art
Texas
$0 -$31.9M 0 – Closed