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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
1626
WAM
Walker Asset Management
Missouri
$209K +$214K 1 0.11% New
1627
FCP
Fidelis Capital Partners
Florida
$209K +$204K 1 0.01% New
1628
UCB
United Community Bank
South Carolina
$209K +$171K 1 0.06% Increased
1629
PBK
Peoples Bank (Kansas)
Kansas
$209K +$1.35K 1 0.2% Increased
1630
AF
Apollon Financial
South Carolina
$208K +$204K 1 0.02% New
1631
EI
Ellevest Inc
New York
$208K -$12.3K 1 0.02% Reduced
1632
CFP
Catalyst Financial Partners
Massachusetts
$208K +$183K 1 0.02% Increased
1633
IFU
iSAM Funds (UK)
United Kingdom
$208K -$1.26M 1 0.15% Reduced
1634
PWS
Proactive Wealth Strategies
Georgia
$208K +$1.83K 1 0.03% Increased
1635
CWM
Cedar Wealth Management
California
$207K $0 1 0.05% Maintained
1636
CWMK
Caliber Wealth Management (Kansas)
Kansas
$206K -$54.2K 1 0.02% Reduced
1637
BBFA
Brindle & Bay Financial Advisors
Texas
$206K +$191K 1 0.1% New
1638
BIG
Brookwood Investment Group
Arizona
$206K +$192K 1 0.02% New
1639
CAM
Cidel Asset Management
Ontario, Canada
$205K +$6.68K 1 0.01% Increased
1640
MC
Marest Capital
California
$205K +$191K 1 0.1% New
1641
CPC
Congress Park Capital
New York
$205K +$191K 1 0.06% New
1642
FFO
Fortitude Family Office
Arizona
$205K +$108K 8 0.04% Increased
1643
CA
COFG Advisors
Illinois
$204K +$199K 1 0.04% New
1644
WTG
West Tower Group
Virginia
$204K +$184K 1 0.57% New
1645
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$203K +$17.4K 1 0.08% Increased
1646
LWP
LMG Wealth Partners
Louisiana
$202K +$198K 1 0.03% New
1647
MWA
Monograph Wealth Advisors
California
$202K +$198K 1 0.02% New
1648
OAM
Occidental Asset Management
California
$202K +$198K 1 0.02% New
1649
GA
GSG Advisors
New Jersey
$201K +$203K 1 0.04% New
1650
VIP
Viewpoint Investment Partners
Alberta, Canada
$201K +$186K 1 0.07% New