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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
1451
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$328K -$40.6K 6 0.01% Reduced
1452
E
Evansbrook
Illinois
$326K $0 1 0.19% Maintained
1453
CWM
Cornerstone Wealth Management
Missouri
$326K +$143 2 0.01% Increased
1454
RCM
RB Capital Management
Nevada
$324K +$25.4K 1 0.06% Increased
1455
WP
Westmount Partners
California
$323K $0 1 0.07% Maintained
1456
A
Argentarii
Ohio
$320K -$215K 1 0.1% Reduced
1457
NB
NBT Bank
New York
$318K +$71.5K 4 0.02% Increased
1458
GFA
Gallagher Fiduciary Advisors
Illinois
$318K -$2.07K 1 0.01% Reduced
1459
HAIM
Hunter Associates Investment Management
Pennsylvania
$314K +$2.58K 1 0.04% Increased
1460
TA
Tactive Advisors
Florida
$313K +$60K 1 0.08% Increased
1461
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$311K +$58.5K 1 0% Increased
1462
PE
PCM Encore
Colorado
$311K +$2.09K 1 0.05% Increased
1463
TCM
Tran Capital Management
California
$308K $0 1 0.04% Maintained
1464
GWP
Gen-Wealth Partners
Michigan
$307K -$31.1K 3 0.09% Reduced
1465
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$307K -$10.5K 2 0% Reduced
1466
Grimes & Company
Grimes & Company
Massachusetts
$307K +$1.86K 1 0.01% Increased
1467
WBC
Westpac Banking Corp
Australia
$307K -$692K 1 0.02% Reduced
1468
HFM
Hartford Funds Management
Pennsylvania
$307K -$430 1 0.02% Reduced
1469
PC
Purewater Capital
Texas
$306K -$41.4K 1 0.22% Reduced
1470
NA
Navellier & Associates
Nevada
$305K +$299K 1 0.02% New
1471
Modera Wealth Management
Modera Wealth Management
New Jersey
$303K -$18.6K 1 0% Reduced
1472
RCAG
Rehmann Capital Advisory Group
Michigan
$300K +$16K 1 0.01% Increased
1473
ANBT
American National Bank & Trust
Texas
$296K -$13.7K 1 0.03% Reduced
1474
TCM
Teza Capital Management
Illinois
$295K -$104K 1 0.57% Reduced
1475
MC
Moors & Cabot
Massachusetts
$294K +$12.8K 1 0.01% Increased