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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
1701	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$114K	$0	1	0.1%	Maintained
1702	CIAM Caitong International Asset Management Hong Kong	$112K	-$1.13M	13	0.02%	Reduced
1703	SAM S.A. Mason Holland, Michigan	$110K	+$112K	1	0.03%	New
1704	SSG Summit Securities Group New York	$109K	-$62K	6	0.01%	Reduced
1705	NWM Nolet Wealth Management Fort Worth, Texas	$108K	+$108K	1	0.06%	New
1706	CSB City State Bank Norwalk, Iowa	$106K	$0	2	0.02%	Maintained
1707	BLC Brown, Lisle/Cummings Providence, Rhode Island	$104K	-$10.3K	7	0.02%	Reduced
1708	Close Asset Management London, United Kingdom	$104K	-$79.2K	1	0%	Reduced
1709	THC Truffle Hound Capital Bethesda, Maryland	$103K	-$766K	1	0.02%	Reduced
1710	CT Caldwell Trust Venice, Florida	$100K	-$53.9K	2	0.01%	Reduced
1711	KFAS Keating Financial Advisory Services Manhattan, Kansas	$100K	+$13.9K	8	0.01%	Increased
1712	WAG Wilkerson Advisory Group Columbia, Missouri	$99.3K	-$10.2K	1	0.03%	Reduced
1713	WPA West Paces Advisors Atlanta, Georgia	$98K	+$95.8K	3	0.02%	New
1714	TCM Triumph Capital Management Denver, Colorado	$96.7K	-$10.2K	4	0.02%	Reduced
1715	WA WPG Advisers Baltimore, Maryland	$95K	-$22.2K	7	0.06%	Reduced
1716	CPG Cornerstone Planning Group Fairfield, New Jersey	$94.8K	-$3.68K	5	0.01%	Reduced
1717	EWP Elevation Wealth Partners Santa Rosa, California	$94.8K	+$63.5K	6	0.03%	Increased
1718	HM Payson & Co Portland, Maine	$93.7K	-$38.4K	6	0%	Reduced
1719	DAM Delta Asset Management Memphis, Tennessee	$90.4K	$0	2	0.01%	Maintained
1720	KFA Kelleher Financial Advisors New York	$88K	+$53.9K	3	0.01%	Increased
1721	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$85.3K	$0	1	0.05%	Maintained
1722	CWP Concord Wealth Partners Abingdon, Virginia	$82.9K	+$79.5K	2	0.01%	New
1723	Nikko Asset Management Americas New York	$81.7K	+$81.9K	1	0%	New
1724	GSWM Golden State Wealth Management Santa Ana, California	$81.3K	-$11.5K	5	0.01%	Reduced
1725	AF Advisornet Financial Minnetonka, Minnesota	$81.1K	+$701	8	0%	Increased