← 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
1351
TDC
Thompson Davis & Co
Virginia
$32K -$10K 2 0.08% Reduced
1352
JAM
JCIC Asset Management
Ontario, Canada
$30K +$28.2K 1 0.01% New
1353
DBT
Dubuque Bank & Trust
Iowa
$29K $0 2 0% Maintained
1354
GTAM
Global Trust Asset Management
Florida
$29K +$25.4K 1 0.02% New
1355
IWP
Icon Wealth Partners
Texas
$29K +$27.6K 1 0.01% New
1356
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$29K +$27.4K 1 0% New
1357
FNB
Farmers National Bank
Kentucky
$28K +$26.4K 1 0.02% New
1358
TFS
TrustCore Financial Services
Tennessee
$28K +$26.1K 2 0.01% New
1359
M
MOTCO
Texas
$26K $0 1 0% Maintained
1360
PWM
Paulson Wealth Management
Illinois
$26K +$23.3K 2 0.02% New
1361
WA
Winfield Associates
Ohio
$26K $0 1 0.01% Maintained
1362
JWA
JFS Wealth Advisors
Pennsylvania
$25K +$3K 2 0.01% Increased
1363
Krilogy Financial
Krilogy Financial
Missouri
$25K -$18K 3 0.01% Reduced
1364
NC
NewSquare Capital
Pennsylvania
$25K $0 1 0.01% Maintained
1365
RFM
Royal Fund Management
Florida
$25K +$25.5K 3 0.01% New
1366
AC
Avestar Capital
New York
$24K +$22.4K 3 0.02% New
1367
TFO
Tarbox Family Office
California
$24K $0 4 0.01% Maintained
1368
Waverly Advisors
Waverly Advisors
Alabama
$24K +$21.5K 2 0% New
1369
CHP
Cable Hill Partners
Oregon
$23K -$89.4K 3 0.01% Reduced
1370
Frontier Capital Management
Frontier Capital Management
Massachusetts
$23K $0 1 0% Maintained
1371
Avior Wealth Management
Avior Wealth Management
Nebraska
$22K +$428 2 0% Increased
1372
EWM
Edge Wealth Management
New York
$22K $0 1 0.01% Maintained
1373
BCM
Buckhead Capital Management
Georgia
$21K +$17.1K 1 0% New
1374
AWA
Acorn Wealth Advisors
Michigan
$20K +$17.4K 3 0.02% New
1375
FMP
Financial Management Professionals
Texas
$20K $0 1 0.01% Maintained