← All themes

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
1526	MCF Advisors Covington, Kentucky	$260K	+$4.6K	5	0.01%	Increased
1527	AGA Accuvest Global Advisors Provo, Utah	$259K	+$142K	1	0.22%	Increased
1528	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$259K	-$154K	1	0.02%	Reduced
1529	HWM Hohimer Wealth Management Seattle, Washington	$257K	+$943	1	0.03%	Increased
1530	Geneos Wealth Management Englewood, Colorado	$255K	-$602	4	0.01%	Reduced
1531	YWS Yarger Wealth Strategies Westerville, Ohio	$255K	+$573	1	0.09%	Increased
1532	SI Seeds Investor New York	$254K	-$744	1	0.03%	Reduced
1533	HIGP Hill Investment Group Partners St. Louis, Missouri	$253K	$0	1	0.03%	Maintained
1534	BWM Baron Wealth Management Troy, Michigan	$253K	+$3.28K	1	0.07%	Increased
1535	Pure Financial Advisors San Diego, California	$252K	-$2.29K	1	0%	Reduced
1536	WWC Waypoint Wealth Counsel Atlanta, Georgia	$252K	-$580K	1	0.16%	Reduced
1537	CCAL City Center Advisors LLC Troy, Michigan	$251K	-$287	1	0.2%	Reduced
1538	SIC SJS Investment Consulting Sylvania, Ohio	$251K	+$92.7K	14	0.03%	Increased
1539	NWWA New Wave Wealth Advisors Springdale, Arkansas	$251K	+$252K	1	0.07%	New
1540	CBT Crews Bank & Trust Wauchula, Florida	$250K	-$4.93K	2	0.03%	Reduced
1541	SL Sentinus LLC Oak Brook, Illinois	$250K	-$61K	1	0.02%	Reduced
1542	PIM Penobscot Investment Management Boston, Massachusetts	$250K	$0	1	0.02%	Maintained
1543	PCP Panoramic Capital Partners Lake Oswego, Oregon	$249K	-$3.48K	1	0.12%	Reduced
1544	RDWM Red Door Wealth Management Memphis, Tennessee	$249K	$0	1	0.02%	Maintained
1545	CCA Childress Capital Advisors Houston, Texas	$248K	-$14.8K	1	0.04%	Reduced
1546	NRC New Republic Capital Charlotte, North Carolina	$248K	-$421K	1	0.06%	Reduced
1547	Accredited Investors Edina, Minnesota	$247K	$0	1	0.01%	Maintained
1548	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$246K	$0	1	0.05%	Maintained
1549	APFP Action Point Financial Planning Grand Rapids, Michigan	$246K	+$230K	10	0.02%	New
1550	QFW QTR Family Wealth Lake Mary, Florida	$245K	+$5.16K	1	0.09%	Increased