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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
1976	MEG Millstone Evans Group Boulder, Colorado	$2.13K	$0	1	0%	Maintained
1977	EWM Evolution Wealth Management Fort Myers, Florida	$2.05K	+$2.01K	1	0%	New
1978	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$2.02K	+$2K	2	0%	New
1979	MB MidFirst Bank Oklahoma City, Oklahoma	$2.02K	$0	5	0%	Maintained
1980	FIM FWL Investment Management Dallas, Texas	$2.01K	+$1.86K	1	0%	New
1981	BG Bollard Group Boston, Massachusetts	$2K	+$1.74K	1	0%	New
1982	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$1.89K	$0	2	0%	Maintained
1983	AWM Abound Wealth Management Franklin, Tennessee	$1.78K	-$7.89K	5	0%	Reduced
1984	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.76K	$0	1	0%	Maintained
1985	USB Union Savings Bank Litchfield, Connecticut	$1.65K	$0	1	0%	Maintained
1986	M MOTCO San Antonio, Texas	$1.61K	+$1.06K	2	0%	Increased
1987	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$1.6K	$0	2	0%	Maintained
1988	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$1.53K	+$1.52K	2	0%	New
1989	HIC Hamrick Investment Counsel Seattle, Washington	$1.49K	$0	1	0%	Maintained
1990	KFG Kingdom Financial Group Peoria, Arizona	$1.49K	-$2.76K	1	0%	Reduced
1991	PUI Purpose Unlimited Inc Toronto,	$1.49K	-$696	1	0%	Reduced
1992	IPS Investors Portfolio Services Puyallup, Washington	$1.47K	+$647	2	0%	Increased
1993	SA SRH Advisors Salina, Kansas	$1.47K	$0	1	0%	Maintained
1994	WWM Wolff Wiese Magana Carslbad, California	$1.46K	$0	1	0%	Maintained
1995	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$1.42K	$0	1	0%	Maintained
1996	SA Seneschal Advisors Tacoma, Washington	$1.37K	+$81	3	0%	Increased
1997	AIC Archer Investment Corporation Carmel, Indiana	$1.27K	-$4.7K	3	0%	Reduced
1998	QWM Quaker Wealth Management Moorestown, New Jersey	$1.22K	-$161	2	0%	Reduced
1999	MFP Meramec Financial Planners Saint Louis, Missouri	$1.18K	$0	1	0%	Maintained
2000	NA Networth Advisors Canonsburg, Pennsylvania	$1.17K	$0	1	0%	Maintained