← All themes

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
1301	HH Hilltop Holdings Dallas, Texas	$570K	+$86.4K	2	0.04%	Increased
1302	TC TAGStone Capital Charlotte, North Carolina	$565K	+$2.18K	1	0.18%	Increased
1303	SI Severin Investments St. Louis, Missouri	$564K	+$268K	1	0.43%	Increased
1304	WPP Whalerock Point Partners Providence, Rhode Island	$559K	-$8K	1	0.1%	Reduced
1305	JWBC J.W. Burns & Co Dewitt, New York	$558K	-$183K	1	0.06%	Reduced
1306	MGM Miura Global Management New York	$558K	$0	1	2.21%	Maintained
1307	AI AdvisorShares Investments Bethesda, Maryland	$549K	$0	1	0.07%	Maintained
1308	SIM Spark Investment Management New York	$549K	+$211K	1	1.07%	Increased
1309	MDA Minot DeBlois Advisors Boston, Massachusetts	$546K	+$2.99K	1	0.47%	Increased
1310	BSC Brown Shipley & Co London, United Kingdom	$541K	-$61.2K	1	0.28%	Reduced
1311	EAM Empirical Asset Management Wellesley, Massachusetts	$539K	+$528K	1	0.12%	New
1312	QC Quent Capital New York	$537K	+$199K	11	0.03%	Increased
1313	AP Anchyra Partners Atlanta, Georgia	$534K	+$255K	2	0.13%	Increased
1314	ORG Optimist Retirement Group Bellevue, Washington	$531K	+$25.2K	1	0.2%	Increased
1315	BWM Braeburn Wealth Management Muskegon, Michigan	$530K	+$14.1K	1	0.23%	Increased
1316	TIAA-CREF Individual & Institutional Services New York	$529K	+$535K	1	0%	New
1317	YIA YHB Investment Advisors West Hartford, Connecticut	$527K	+$59.2K	1	0.03%	Increased
1318	VDC Van Diest Capital Poly City, Iowa	$525K	+$120K	2	0.47%	Increased
1319	SWM SHP Wealth Management Plymouth, Massachusetts	$524K	-$89K	7	0.04%	Reduced
1320	Prospera Financial Services Dallas, Texas	$520K	-$2.9M	1	0.01%	Reduced
1321	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$519K	-$48K	1	0.29%	Reduced
1322	PWG Portside Wealth Group Provo, Utah	$513K	+$26.1K	1	0.06%	Increased
1323	SI Stirlingshire Investments New York	$510K	+$220K	1	0.38%	Increased
1324	AIC Aurora Investment Counsel Atlanta, Georgia	$508K	+$54.2K	1	0.26%	Increased
1325	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$507K	-$2.18K	1	0.03%	Reduced