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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	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$54K	$0	1	0.04%	Maintained
1452	BAM Barrett Asset Management New York	$53K	$0	3	0%	Maintained
1453	Capital Analysts LLC Fort Washington, Pennsylvania	$52K	-$958K	1	0.01%	Reduced
1454	CCM Cribstone Capital Management Augusta, Maine	$51K	+$5.76K	3	0.03%	Increased
1455	FWM Focused Wealth Management Newburgh, New York	$51K	$0	2	0.01%	Maintained
1456	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$51K	-$6.32K	2	0.02%	Reduced
1457	Heritage Wealth Advisors Richmond, Virginia	$49.4K	+$5.64K	1	0.01%	Increased
1458	DWM Doyle Wealth Management St. Petersburg, Florida	$49K	+$45K	3	0.01%	New
1459	GAM Gemmer Asset Management Walnut Creek, California	$49K	+$2.3K	5	0.01%	Increased
1460	PW Price Wealth Austin, Texas	$49K	+$1.02K	1	0.02%	Increased
1461	TFO Tarbox Family Office Newport Beach, California	$49K	+$13.9K	6	0.02%	Increased
1462	PWMG Prestige Wealth Management Group Flemington, New Jersey	$47K	-$2.21K	5	0.03%	Reduced
1463	TL TrueWealth LLC Atlanta, Georgia	$47K	$0	3	0.02%	Maintained
1464	YWP YorkBridge Wealth Partners New York	$47K	-$2.59K	4	0.02%	Reduced
1465	EARNEST Partners Atlanta, Georgia	$45K	+$3.9K	8	0%	Increased
1466	WPA West Paces Advisors Atlanta, Georgia	$44.5K	$0	3	0.03%	Maintained
1467	NPP New Potomac Partners Bethesda, Maryland	$44K	-$63.9K	1	0.04%	Reduced
1468	ADL Asset Dedication LLC San Francisco, California	$42K	$0	1	0.01%	Maintained
1469	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$42K	-$266K	3	0.01%	Reduced
1470	PB Pinnacle Bancorp Beatrice, Nebraska	$42K	+$7.37K	3	0.02%	Increased
1471	VCM Versant Capital Management Phoenix, Arizona	$40K	-$35.5K	7	0.02%	Reduced
1472	TIM Tortoise Investment Management White Plains, New York	$38K	$0	3	0.01%	Maintained
1473	BG Bollard Group Boston, Massachusetts	$36K	+$171	1	0%	Increased
1474	HCM HMS Capital Management Nashville, Tennessee	$36K	-$1.17M	2	0.02%	Reduced
1475	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$35K	$0	2	0.02%	Maintained