← 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
1576	CAAS Capital Asset Advisory Services Williamston, Michigan	$234K	+$232K	2	0.01%	New
1577	VCM Vision Capital Management Portland, Oregon	$233K	-$10.7K	1	0.03%	Reduced
1578	SFG Sovereign Financial Group Stamford, Connecticut	$232K	+$216K	1	0.04%	New
1579	CAS Coppell Advisory Solutions Coppell, Texas	$232K	+$32	1	0.02%	New
1580	PP PDS Planning Dublin, Ohio	$232K	+$6.61K	1	0.01%	Increased
1581	SWRP Summit Wealth & Retirement Planning San Ramon, California	$231K	$0	1	0.05%	Maintained
1582	LA Lifeworks Advisors Grand Rapids, Michigan	$231K	-$59.5K	1	0.02%	Reduced
1583	FWTB First Western Trust Bank Denver, Colorado	$230K	-$874K	1	0.01%	Reduced
1584	DWP Destiny Wealth Partners Tavares, Florida	$230K	+$168K	1	0.03%	Increased
1585	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$229K	-$1.29K	1	0.01%	Reduced
1586	TCM Traynor Capital Management Malvern, Pennsylvania	$228K	-$8.35K	1	0.01%	Reduced
1587	GPA Garrison Point Advisors Walnut Creek, California	$227K	$0	1	0.09%	Maintained
1588	MAWA Moss Adams Wealth Advisors Seattle, Washington	$226K	+$210K	1	0.01%	New
1589	IWA Icon Wealth Advisors Houston, Texas	$226K	+$232K	1	0.01%	New
1590	GCM Gables Capital Management Miami, Florida	$226K	-$20.8K	2	0.08%	Reduced
1591	5NPW 55 North Private Wealth Winter Park, Florida	$225K	+$221K	1	0.04%	New
1592	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$225K	+$179K	1	0.02%	New
1593	SW SVB Wealth Boston, Massachusetts	$224K	+$15.6K	1	0.01%	Increased
1594	CWIG Chung Wu Investment Group Sugar Land, Texas	$223K	$0	1	0.15%	Maintained
1595	EWM Elevatus Welath Management Victor, New York	$223K	+$160K	1	0.05%	Increased
1596	FCA FLC Capital Advisors Palm Desert, California	$223K	$0	1	0.04%	Maintained
1597	FA FDx Advisors Chicago, Illinois	$223K	-$17.9K	1	0.07%	Reduced
1598	WF WinCap Financial Boston, Massachusetts	$223K	+$13.3K	1	0.12%	Increased
1599	LTM Lotus Technology Management Orlando, Florida	$222K	-$1.02M	1	0.27%	Reduced
1600	TF Tompkins Financial Ithaca, New York	$222K	$0	2	0.02%	Maintained