← 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
1326	RF RHS Financial San Francisco, California	$503K	+$178K	2	0.2%	Increased
1327	CPW Crestmont Private Wealth Houston, Texas	$502K	+$10.4K	1	0.14%	Increased
1328	First Citizens Bank & Trust Raleigh, North Carolina	$502K	-$24.5K	2	0.01%	Reduced
1329	Caption Management Oklahoma City, Oklahoma	$498K	-$10.3M	2	0%	Reduced
1330	LIM Longfellow Investment Management Boston, Massachusetts	$496K	$0	1	0.1%	Maintained
1331	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$495K	$0	1	0.11%	Maintained
1332	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$494K	-$677K	9	0.03%	Reduced
1333	Mission Wealth Management Santa Barbara, California	$493K	+$471K	2	0.01%	New
1334	IB Intrust Bank Wichita, Kansas	$492K	+$35.8K	1	0.04%	Increased
1335	OC Opal Capital Boca Raton, Florida	$490K	+$501K	1	0.09%	New
1336	FWM Forteris Wealth Management Armonk, New York	$489K	-$57.3K	1	0.4%	Reduced
1337	SW SlateStone Wealth Jupiter, Florida	$484K	+$10.8K	1	0.04%	Increased
1338	BC Bayforest Capital London, United Kingdom	$483K	-$330K	4	0.45%	Reduced
1339	F.L. Putnam Investment Management Lynnfield, Massachusetts	$482K	+$493K	1	0.01%	New
1340	MF Montis Financial Waltham, Massachusetts	$480K	$0	1	0.1%	Maintained
1341	Balentine LLC Atlanta, Georgia	$479K	+$52.3K	1	0.02%	Increased
1342	KRW Kaufman Rossin Wealth Miami, Florida	$476K	-$2.29K	1	0.23%	Reduced
1343	GIPM G2 Investment Partners Management New York	$473K	-$5M	1	0.09%	Reduced
1344	PC Parrish Capital Kennesaw, Georgia	$471K	+$22.6K	1	0.45%	Increased
1345	AT American Trust Lexington, Kentucky	$470K	-$608K	1	0.04%	Reduced
1346	Obermeyer Wealth Partners Aspen, Colorado	$469K	-$89.4K	1	0.02%	Reduced
1347	CWR Chico Wealth RIA Chico, California	$469K	+$862	1	0.24%	Increased
1348	BMWM Brown Miller Wealth Management Mclean, Virginia	$467K	+$28.8K	1	0.12%	Increased
1349	RCA Resonant Capital Advisors Madison, Wisconsin	$466K	+$27.1K	2	0.02%	Increased
1350	CAM Columbia Asset Management Ann Arbor, Michigan	$465K	$0	1	0.08%	Maintained