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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
ACPU
Arrowgrass Capital Partners (US)
Delaware
$7K -$1.08M 1 0% Reduced
1402
BBA
Braun-Bostich & Associates
Pennsylvania
$7K +$7.23K 1 0.01% New
1403
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$7K -$61.7K 1 0% Reduced
1404
PS
Portfolio Solutions
Michigan
$7K +$6.97K 1 0% New
1405
RPC
Rossmore Private Capital
Connecticut
$6.69K +$5.99K 2 0.01% New
1406
CPA
Clear Perspective Advisors
Illinois
$6K $0 1 0% Maintained
1407
FWM
Focused Wealth Management
New York
$6K +$3.34K 1 0% Increased
1408
LF
Lee Financial
Texas
$6K $0 1 0% Maintained
1409
LWA
Lenox Wealth Advisors
New York
$6K +$6.13K 1 0% New
1410
PW
Price Wealth
Texas
$6K +$6K 2 0% New
1411
WA
WealthTrust-Arizona
Arizona
$6K $0 1 0% Maintained
1412
WC
Whitnell & Co
Illinois
$6K +$6.67K 1 0% New
1413
CP
Corbenic Partners
Pennsylvania
$5K $0 2 0.01% Maintained
1414
CWM
Cranbrook Wealth Management
Michigan
$5K $0 2 0% Maintained
1415
MFBTD
MB Financial Bank - Trust Department
Illinois
$5K $0 1 0% Maintained
1416
PGWM
Parisi Gray Wealth Management
New Jersey
$5K +$6.08K 2 0% New
1417
SA
SRH Advisors
Kansas
$5K $0 2 0.02% Maintained
1418
RWM
Raffa Wealth Management
District of Columbia
$4.42K +$4.12K 1 0% New
1419
AWM
Aevitas Wealth Management
Massachusetts
$4K +$3.36K 2 0% New
1420
BWA
Burt Wealth Advisors
Maryland
$4K $0 1 0% Maintained
1421
OSNBOA
Old Second National Bank of Aurora
Illinois
$4K -$7.58K 1 0% Reduced
1422
TA
Townsend & Associates
Colorado
$4K +$3.83K 1 0% New
1423
CAC
Certified Advisory Corp
Florida
$3K +$2.85K 1 0% New
1424
First Command Advisory Services
First Command Advisory Services
Texas
$3K +$2.19K 1 0% New
1425
HFM
Hartford Financial Management
Connecticut
$3K $0 1 0% Maintained