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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
1351
CAM
Columbia Asset Management
Michigan
$465K $0 1 0.08% Maintained
1352
WAP
Wealthcare Advisory Partners
Pennsylvania
$465K -$38.9K 2 0.01% Reduced
1353
ACGA
Atlanta Consulting Group Advisors
Georgia
$464K +$475K 1 0.07% New
1354
GWP
Gateway Wealth Partners
Wisconsin
$463K -$277K 1 0.03% Reduced
1355
RT
Rockland Trust
Massachusetts
$462K $0 1 0.02% Maintained
1356
FFA
First Foundation Advisors
California
$458K -$593 1 0.02% Reduced
1357
1IA
1834 Investment Advisors
Wisconsin
$458K -$875K 1 0.05% Reduced
1358
IAS
Insigneo Advisory Services
Florida
$458K +$188K 3 0.02% Increased
1359
CCM
Conway Capital Management
California
$458K -$18.6K 1 0.2% Reduced
1360
SRC
Sage Rhino Capital
California
$458K +$227K 3 0.07% Increased
1361
SCA
Snowden Capital Advisors
New York
$456K +$168K 2 0.01% Increased
1362
MCA
Martin Capital Advisors
Texas
$455K -$14.3K 1 0.24% Reduced
1363
ICM
III Capital Management
Florida
$452K -$1.96M 1 0.11% Reduced
1364
BMCM
Bryn Mawr Capital Management
Pennsylvania
$452K +$7.16K 1 0.02% Increased
1365
AWCI
Alpine Woods Capital Investors
New York
$450K +$97.9K 2 0.1% Increased
1366
NWAG
Net Worth Advisory Group
Utah
$449K -$7.23K 2 0.11% Reduced
1367
KGC
Kennon-Green & Company
Ohio
$449K +$118K 1 0.35% Increased
1368
RS
R Squared
Hong Kong
$448K +$88.9K 3 0.24% Increased
1369
PCM
Parsons Capital Management
Rhode Island
$447K +$417K 1 0.02% New
1370
WMG
WESCAP Management Group
California
$446K -$41.6K 1 0.08% Reduced
1371
BWM
BAM Wealth Management
Colorado
$445K +$78.9K 1 0.28% Increased
1372
QWM
Quadcap Wealth Management
Texas
$438K +$12K 1 0.04% Increased
1373
5W
5T Wealth
California
$438K +$372 1 0.16% Increased
1374
EL
EWA LLC
Pennsylvania
$435K +$406K 2 0.08% New
1375
CCM
Crew Capital Management
Ohio
$435K -$27.4K 1 0.24% Reduced