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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
1401
MCM
MV Capital Management
Maryland
$397K -$52.7K 8 0.04% Reduced
1402
RFA
Reyes Financial Architecture
California
$395K +$46.2K 2 0.22% Increased
1403
FGI
Foresight Global Investors
New York
$395K +$27.5K 1 0.24% Increased
1404
CIA
Caerus Investment Advisors
Texas
$394K -$106K 1 0.13% Reduced
1405
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$390K +$364K 1 0.01% New
1406
ASA
Axxion S.A.
Luxembourg
$388K +$379K 2 0.03% New
1407
QCIG
Quad-Cities Investment Group
Iowa
$385K $0 1 0.14% Maintained
1408
KLCM
KG&L Capital Management
Louisiana
$384K +$376K 1 0.23% New
1409
PCM
Potomac Capital Management
New York
$384K +$31.8K 1 0.26% Increased
1410
AO
Advisor OS
Illinois
$384K -$2.68K 1 0.03% Reduced
1411
CH
Cromwell Holdings
Wyoming
$382K -$3.85K 5 0.17% Reduced
1412
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$377K -$38.3K 14 0.01% Reduced
1413
NEI
Northwest & Ethical Investments
Ontario, Canada
$373K -$768K 2 0.01% Reduced
1414
PCM
Ping Capital Management
New York
$372K -$139K 1 0.09% Reduced
1415
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$372K -$37.2K 1 0.01% Reduced
1416
1WA
180 Wealth Advisors
Washington
$370K +$87K 1 0.04% Increased
1417
TCOV
Trust Company of Vermont
Vermont
$369K +$365K 6 0.01% New
1418
GAM
Griffin Asset Management
New York
$368K $0 1 0.04% Maintained
1419
AIA
AIMZ Investment Advisors
California
$367K -$13.4K 1 0.1% Reduced
1420
BRF
B. Riley Financial
California
$366K +$331K 1 0.08% New
1421
FCA
Fortis Capital Advisors
Kansas
$365K +$3.73K 1 0.04% Increased
1422
DWM
Drive Wealth Management
Utah
$360K +$60.9K 1 0.06% Increased
1423
GPGA
Grandeur Peak Global Advisors
Utah
$356K +$39.3K 1 0.08% Increased
1424
LWM
Laidlaw Wealth Management
New York
$355K +$329K 1 1.01% New
1425
Hills Bank & Trust
Hills Bank & Trust
Iowa
$354K -$30.8K 1 0.02% Reduced