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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
4101
WCWM
Wooster Corthell Wealth Management
Connecticut
$1.01M -$515 2 0.42% Reduced
4102
HWA
Hillcrest Wealth Advisors
New Jersey
$997K -$43K 1 0.83% Reduced
4103
OWA
Outlook Wealth Advisors
Texas
$996K -$1.34M 2 0.56% Reduced
4104
TWM
Tolleson Wealth Management
Texas
$993K +$338K 2 0.48% Increased
4105
RF
RHS Financial
California
$986K +$75.1K 1 1.03% Increased
4106
RWG
Regal Wealth Group
California
$981K -$17.3K 7 0.63% Reduced
4107
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$978K -$23.3K 2 0.27% Reduced
4108
CIM
Contravisory Investment Management
Massachusetts
$958K +$5.98K 4 0.35% Increased
4109
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$955K -$3.7M 1 0.1% Reduced
4110
CWM
Chicago Wealth Management
Illinois
$951K +$833K 1 0.91% New
4111
OFG
Omega Financial Group
California
$938K -$150K 1 0.62% Reduced
4112
VCS
Vaughan & Co Securities
New Jersey
$936K +$832K 4 0.84% New
4113
AW
Avion Wealth
Texas
$935K -$27.3K 1 0.84% Reduced
4114
AIS
AlphaOne Investment Services
Pennsylvania
$924K -$2.22M 2 1.54% Reduced
4115
GG
GenWealth Group
New Jersey
$924K $0 1 0.36% Maintained
4116
WAM
Westport Asset Management
Connecticut
$924K $0 1 0.63% Maintained
4117
DACG
Donor Advised Charitable Giving
California
$922K +$53.1K 2 0.5% Increased
4118
HCA
Hyperion Capital Advisors
New York
$921K +$840K 2 0.49% New
4119
CAW
Cornerstone Advisors (Washington)
Washington
$920K -$468 11 0.11% Reduced
4120
TAM
Trust Asset Management
Texas
$915K -$100K 2 0.21% Reduced
4121
VFA
Values First Advisors
Tennessee
$913K +$956K 3 0.88% New
4122
BA
Ballew Advisors
Mississippi
$906K -$8.59K 2 0.78% Reduced
4123
TC
Tatro Capital
Kentucky
$906K +$863K 3 0.81% New
4124
Soros Fund Management
Soros Fund Management
New York
$904K -$56.7M 1 0.03% Reduced
4125
CWAF
Core Wealth Advisors (Florida)
Florida
$897K +$808K 6 0.52% New