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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
WCM
Whitener Capital Management
North Carolina
$62K $0 1 0.05% Maintained
1327
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$59.1K +$1.82K 8 0% Increased
1328
AOWM
Alpha Omega Wealth Management
Virginia
$59K $0 3 0.03% Maintained
1329
WOC
West Oak Capital
California
$58.6K -$2.02K 2 0.04% Reduced
1330
JAM
JCIC Asset Management
Ontario, Canada
$58K $0 1 0.02% Maintained
1331
PW
Price Wealth
Texas
$58K -$1.9K 4 0.02% Reduced
1332
ClearBridge Investments
ClearBridge Investments
New York
$57K -$20.5M 3 0% Reduced
1333
JFA
JNBA Financial Advisors
Minnesota
$57K +$1.15K 1 0.01% Increased
1334
AIM
Advantage Investment Management
Iowa
$56K -$19.2K 4 0.04% Reduced
1335
TDC
Thompson Davis & Co
Virginia
$56K +$47.7K 2 0.13% Increased
1336
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$2.09K 4 0.03% Increased
1337
RFA
Reilly Financial Advisors
California
$54K $0 4 0.01% Maintained
1338
THWM
Taylor Hoffman Wealth Management
Virginia
$54K $0 1 0.05% Maintained
1339
Global Retirement Partners
Global Retirement Partners
California
$53K +$28.7K 5 0.01% Increased
1340
EAM
Exane Asset Management
France
$52.8K +$4.98K 1 0.02% Increased
1341
CCM
Cribstone Capital Management
Maine
$52K -$5.62K 4 0.03% Reduced
1342
HCA
Heck Capital Advisors
Wisconsin
$49K +$54.7K 1 0.02% New
1343
CI Global Investments
CI Global Investments
California
$49K +$50.2K 1 0% New
1344
FIA
FNY Investment Advisers
New York
$49K +$53.5K 6 0.02% New
1345
EA
Edge Advisors
Georgia
$48K +$740 5 0% Increased
1346
CC
Claybrook Capital
Massachusetts
$45K $0 1 0.03% Maintained
1347
AA
Apriem Advisors
California
$44K +$46.6K 2 0.01% New
1348
BAM
Barrett Asset Management
New York
$42K $0 2 0% Maintained
1349
GAM
Gemmer Asset Management
California
$42K +$599 5 0.01% Increased
1350
TL
TrueWealth LLC
Georgia
$42K -$5K 3 0.02% Reduced