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Index
Generational Wealth Transfer Index
official“An index targeting companies that benefit most from the $84 trillion intergenerational wealth transfer to millennials and Gen Z — luxury goods, premium experiences, fintech, and digital-native consumer brands.”
built · 2026-04-30 22:12·rebalance · semiannual·next run · 2026-10-30
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 12
click a row to drill in ↗NameAllocation· cap 12%Rationale
LVMHLVMHConsumer Discretionary12.00%Largest luxury conglomerate; Millennials spending inheritance on Louis Vuitton, Dior.HIMSHims & Hers HealthConsumer Discretionary10.00%DTC telehealth; Gen-Z-native brand for personal care, GLP-1, mental health.CELHCelsius HoldingsConsumer Discretionary9.00%Fastest-growing energy drink; millennial wellness positioning vs. legacy Red Bull.APPApplovinTechnology9.00%Mobile gaming and ad-tech monetising Gen-Z digital entertainment spend.SOFISoFi TechnologiesFinancials9.00%Digital-native bank capturing millennials refinancing student debt and investing.RELYRemitly GlobalFinancials9.00%Digital remittances for immigrant millennials sending money home; global diaspora play.AFRMAffirm HoldingsFinancials8.00%Buy-now-pay-later adopted by Gen-Z for large purchases; replacing credit cards.TPVGTPG Specialty LendingFinancials7.00%Lending to growth companies serving new-wealth consumers; high-yield exposure.ONONOn HoldingConsumer Discretionary7.00%Swiss performance running brand; millennial premium athletic wear darling.BIRDAllbirdsConsumer Discretionary7.00%Sustainable footwear brand aligned with Gen-Z eco-values.BROSDutch BrosConsumer Discretionary7.00%High-growth coffee chain resonating with Gen-Z; loyalty app-driven model.CAVACAVA GroupConsumer Discretionary6.00%Mediterranean fast-casual chain scaling to meet millennial better-food demand.
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weighting · market_cap · cap=12%
rebalance · semiannual