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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
1326
CBT
Central Bank & Trust
Kentucky
$47K $0 2 0.01% Maintained
1327
BAM
Barrett Asset Management
New York
$46K -$27.5K 2 0% Reduced
1328
EARNEST Partners
EARNEST Partners
Georgia
$45K +$41.4K 9 0% New
1329
RFA
Reilly Financial Advisors
California
$45K -$2.56K 3 0.01% Reduced
1330
HMS
Hanseatic Management Services
New Mexico
$44K +$4K 1 0.04% Increased
1331
EA
Edge Advisors
Georgia
$43K +$10.3K 6 0% Increased
1332
PFA
Pathway Financial Advisors
Vermont
$42K +$37.3K 1 0.02% New
1333
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$41K $0 3 0.02% Maintained
1334
WPA
West Paces Advisors
Georgia
$40.3K $0 3 0.03% Maintained
1335
GFP
Gryphon Financial Partners
Ohio
$39K +$36.6K 8 0.02% New
1336
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$39K -$3.26K 2 0% Reduced
1337
BCM
Blume Capital Management
California
$38K -$21.4K 3 0.02% Reduced
1338
IHT Wealth Management
IHT Wealth Management
Illinois
$38K +$10K 2 0.01% Increased
1339
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$37.2K -$54 4 0% Reduced
1340
KTM
Keeler Thomas Management
Utah
$37K +$34.6K 1 0.03% New
1341
AFNAS
American Financial Network Advisory Services
California
$36K -$8K 2 0.02% Reduced
1342
EAM
Exane Asset Management
France
$35.1K -$158K 1 0.01% Reduced
1343
Close Asset Management
Close Asset Management
United Kingdom
$35K +$12.9K 3 0% Increased
1344
MWM
MinichMacGregor Wealth Management
New York
$34K +$20.2K 3 0.03% Increased
1345
GAM
Gemmer Asset Management
California
$33K $0 4 0.01% Maintained
1346
GWS
Glassman Wealth Services
Virginia
$33K +$889 7 0.02% Increased
1347
PO
Private Ocean
California
$33K +$5.62K 3 0.02% Increased
1348
TIM
Tortoise Investment Management
New York
$33K +$23.7K 2 0.01% Increased
1349
VEA
Virtus ETF Advisers
New York
$33K +$28.9K 2 0.04% New
1350
WAP
Wealthcare Advisory Partners
Pennsylvania
$33K +$20.7K 6 0.01% Increased