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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
1551
LWA
Lowe Wealth Advisors
Maryland
$2K $0 1 0% Maintained
1552
MAM
Marquette Asset Management
Minnesota
$2K $0 1 0% Maintained
1553
RCG
Ruggie Capital Group
Florida
$2K +$2.24K 1 0% New
1554
SCA
Stuart Chaussee & Associates
California
$2K $0 1 0% Maintained
1555
VRM
Vectors Research Management
New York
$2K $0 1 0% Maintained
1556
DOA
D'Orazio & Associates
Virginia
$1K $0 1 0% Maintained
1557
JWA
JFS Wealth Advisors
Pennsylvania
$1K -$17.1K 1 0% Reduced
1558
NR
Newfound Research
Massachusetts
$1K $0 2 0% Maintained
1559
TCM
Tradewinds Capital Management
Washington
$1K $0 1 0% Maintained
1560
Advisory Alpha
Advisory Alpha
Michigan
$0 -$661 0 – Closed
1561
AFC
AFT Forsyth & Company
Florida
$0 -$785K 0 – Closed
1562
AIA
Alera Investment Advisors
Illinois
$0 -$21K 0 – Closed
1563
AIC
Ameritas Investment Company
Nebraska
$0 -$11K 0 – Closed
1564
AC
Apertura Capital
Texas
$0 -$15.1M 0 – Closed
1565
AAM
Ardevora Asset Management
United Kingdom
$0 -$36.6M 0 – Closed
1566
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$18.8M 0 – Closed
1567
AIM
Assured Investment Management
New York
$0 -$13.8M 0 – Closed
1568
AGAM
Avalon Global Asset Management
California
$0 -$5.08M 0 – Closed
1569
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$0 -$1.02M 0 – Closed
1570
BCM
Bluefin Capital Management
New York
$0 -$173K 0 – Closed
1571
BCM
Blume Capital Management
California
$0 $0 1 0% Maintained
1572
Boston Financial Management
Boston Financial Management
Massachusetts
$0 -$225K 0 – Closed
1573
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$16.8M 0 – Closed
1574
BPM
Bowling Portfolio Management
Ohio
$0 -$1.48M 0 – Closed
1575
BAM
Bruderman Asset Management
New York
$0 -$24K 0 – Closed