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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
WPA
West Paces Advisors
Georgia
$41.4K $0 3 0.03% Maintained
1352
GFP
Gryphon Financial Partners
Ohio
$41K -$4.37K 7 0.02% Reduced
1353
EARNEST Partners
EARNEST Partners
Georgia
$40K -$5.38K 8 0% Reduced
1354
PFA
Pathway Financial Advisors
Vermont
$38K $0 2 0.02% Maintained
1355
GWS
Glassman Wealth Services
Virginia
$36K +$546 8 0.02% Increased
1356
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$36K +$109 2 0.01% Increased
1357
TIM
Tortoise Investment Management
New York
$36K $0 2 0.01% Maintained
1358
MWM
MinichMacGregor Wealth Management
New York
$35K -$89.9K 3 0.02% Reduced
1359
VEA
Virtus ETF Advisers
New York
$34K -$2.61K 2 0.03% Reduced
1360
TFS
TrustCore Financial Services
Tennessee
$33K $0 2 0.01% Maintained
1361
WA
WP Advisors
California
$33K +$35.6K 2 0.03% New
1362
DBT
Dubuque Bank & Trust
Iowa
$31K -$4K 2 0.01% Reduced
1363
LWA
Lenox Wealth Advisors
New York
$30K -$3.11K 1 0.01% Reduced
1364
M
MOTCO
Texas
$29K $0 1 0% Maintained
1365
NC
NewSquare Capital
Pennsylvania
$28K $0 1 0.01% Maintained
1366
WTB
Washington Trust Bank
Washington
$28K -$780 1 0% Reduced
1367
BWA
BDO Wealth Advisors
Florida
$27K +$26.3K 1 0.01% New
1368
GTAM
Global Trust Asset Management
Florida
$26K $0 1 0.02% Maintained
1369
TFO
Tarbox Family Office
California
$26K +$204 3 0.01% Increased
1370
ACS
Archford Capital Strategies
Illinois
$25K +$8.88K 3 0.01% Increased
1371
LF
Lee Financial
Texas
$25K -$9.03K 3 0.01% Reduced
1372
LFA
Legacy Financial Advisors
Kentucky
$25K -$980 6 0.01% Reduced
1373
NCM
New Capital Management
Texas
$24K $0 1 0.04% Maintained
1374
CBT
Central Bank & Trust
Kentucky
$23K -$16.7K 2 0.01% Reduced
1375
EWM
Edge Wealth Management
New York
$23K $0 1 0.01% Maintained