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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3501
CreativeOne Wealth
CreativeOne Wealth
Kansas
$445K $0 1 0.16% Maintained
3502
CC
Callan Capital
California
$443K +$833 1 0.15% Increased
3503
CWM
Cedar Wealth Management
California
$442K -$5K 4 0.23% Reduced
3504
JWS
Juncture Wealth Strategies
Arizona
$438K -$43.1K 1 0.23% Reduced
3505
SCM
Salem Capital Management
Massachusetts
$435K $0 1 0.23% Maintained
3506
FRM
Foundation Resource Management
Arkansas
$425K $0 1 0.08% Maintained
3507
AWMG
Alliance Wealth Management Group
New Jersey
$424K -$27.1K 1 0.23% Reduced
3508
KBFS
Kohmann Bosshard Financial Services
Ohio
$423K $0 1 0.21% Maintained
3509
LFG
LifePlan Financial Group
Ohio
$423K -$1.45K 7 0.23% Reduced
3510
SPIO
Seven Post Investment Office
California
$417K +$385K 1 0.35% New
3511
ZAM
Zeal Asset Management
Hong Kong
$413K -$24.5M 1 100% Reduced
3512
SWM
Sanctuary Wealth Management
Idaho
$412K +$1.04K 1 0.36% Increased
3513
VST
Van Strum & Towne
California
$403K +$376K 2 0.26% New
3514
FM
Fondren Management
Texas
$400K -$1.05M 1 0.36% Reduced
3515
JMG Financial Group
JMG Financial Group
Illinois
$399K +$100K 1 0.04% Increased
3516
TCB
Texas Capital Bancshares
Texas
$398K $0 1 0.84% Maintained
3517
NP
Ninepoint Partners
Ontario, Canada
$397K $0 1 0.07% Maintained
3518
LIA
LSP Investment Advisors
New York
$396K $0 1 0.1% Maintained
3519
CWM
Cranbrook Wealth Management
Michigan
$379K +$37.8K 5 0.13% Increased
3520
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$378K -$322K 1 1.95% Reduced
3521
RVPG
Relative Value Partners Group
$376K $0 1 0.04% Maintained
3522
DP
Denver PWM
Colorado
$367K +$400K 1 0.28% New
3523
EAM
Exane Asset Management
France
$360K +$177K 4 0.11% Increased
3524
JC
Jentner Corp
Ohio
$356K +$95K 1 0.3% Increased
3525
SPL
Smart Portfolios LLC
Washington
$340K +$24.4K 5 0.21% Increased