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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
1426	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$93K	-$417	5	0.12%	Reduced
1427	WCM Whitener Capital Management Rocky Mount, North Carolina	$92K	$0	1	0.05%	Maintained
1428	FIB First Interstate Bank Billings, Montana	$87K	+$10.9K	3	0.02%	Increased
1429	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$86K	$0	1	0.01%	Maintained
1430	RFM Royal Fund Management Lady Lake, Florida	$84K	+$76.1K	1	0.02%	Increased
1431	GFPC Global Financial Private Capital Sarasota, Florida	$82K	+$72.8K	1	0%	New
1432	EI Ellevest Inc New York	$80K	+$2.24K	2	0.03%	Increased
1433	TPWA TRUE Private Wealth Advisors Salem, Oregon	$77K	+$77.4K	5	0.01%	New
1434	GEA Glen Eagle Advisors Kingston, New Jersey	$73.2K	$0	1	0.05%	Maintained
1435	DAM Delta Asset Management Memphis, Tennessee	$73K	$0	1	0.01%	Maintained
1436	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$73K	-$36.9K	1	0%	Reduced
1437	TC Truvestments Capital Sarasota, Florida	$73K	-$5.35K	2	0.05%	Reduced
1438	CWA Clarus Wealth Advisors Peoria, Arizona	$72K	+$5.63K	4	0.05%	Increased
1439	JFA JNBA Financial Advisors Bloomington, Minnesota	$72K	+$6.67K	1	0.01%	Increased
1440	SCA Stonebridge Capital Advisors St Paul, Minnesota	$64K	+$61.9K	3	0.01%	New
1441	M MOTCO San Antonio, Texas	$62K	+$11.1K	5	0.01%	Increased
1442	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$61K	+$2.32K	4	0.01%	Increased
1443	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$60K	$0	2	0.05%	Maintained
1444	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$59K	-$171	1	0.03%	Reduced
1445	Global Retirement Partners San Rafael, California	$59K	-$715	6	0.01%	Reduced
1446	Krane Funds Advisors New York	$57K	-$3.67M	1	0%	Reduced
1447	AC Avestar Capital New York	$56K	+$12.6K	5	0.04%	Increased
1448	SLF Sun Life Financial Toronto, Ontario, Canada	$56K	-$376K	5	0.01%	Reduced
1449	WEC Winslow Evans & Crocker Boston, Massachusetts	$56K	-$6K	3	0.02%	Reduced
1450	HCA Heck Capital Advisors Rhinelander, Wisconsin	$55.4K	$0	1	0.01%	Maintained