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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
5301
AWA
Aquire Wealth Advisors
Utah
$1.39M +$1.31M 9 0.72% New
5302
AG
AlphaSimPlex Group
Massachusetts
$1.38M -$2.18M 3 2.36% Reduced
5303
AA
ACT Advisors
North Carolina
$1.38M +$71.4K 1 1.01% Increased
5304
DF
Donoghue Forlines
Massachusetts
$1.37M -$3.67M 2 0.23% Reduced
5305
CWM
Cranbrook Wealth Management
Michigan
$1.36M -$52.1K 4 0.29% Reduced
5306
RCG
Resource Consulting Group
Florida
$1.36M +$1.27M 2 0.48% New
5307
SCA
Scott Capital Advisors
Oregon
$1.36M +$1.3M 2 0.83% New
5308
LPWM
Lake Point Wealth Management
Texas
$1.36M +$104K 9 0.59% Increased
5309
CWA
Consilio Wealth Advisors
Washington
$1.36M +$1.34M 2 1.05% New
5310
SWM
Shakespeare Wealth Management
Wisconsin
$1.36M -$19.1K 1 0.48% Reduced
5311
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$1.35M $0 1 0.42% Maintained
5312
SMG
Smart Money Group
Texas
$1.34M +$45.2K 3 0.86% Increased
5313
CFG
Compton Financial Group
Maryland
$1.34M +$221K 2 0.55% Increased
5314
RA
Rodgers & Associates
Pennsylvania
$1.34M +$206K 2 0.2% Increased
5315
GWAM
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.34M +$158 2 1.07% Increased
5316
BAMG
Brand Asset Management Group
Missouri
$1.33M -$220K 2 0.6% Reduced
5317
LTL
Lowery Thomas LLC
California
$1.33M +$1.28M 2 0.92% New
5318
LCM
LRT Capital Management
Texas
$1.33M +$1.68M 2 1.01% New
5319
TP
Truvvo Partners
New York
$1.32M -$605K 1 14.11% Reduced
5320
IWP
IAG Wealth Partners
Wisconsin
$1.32M +$18.6K 9 0.42% Increased
5321
HFS
Horizon Financial Services
North Carolina
$1.32M +$92.8K 3 0.8% Increased
5322
NEPPG
New England Professional Planning Group
Rhode Island
$1.32M +$125K 2 0.81% Increased
5323
PCM
Potomac Capital Management
New York
$1.31M +$1.41M 3 1.16% New
5324
WAM
Weinberger Asset Management
California
$1.31M +$1.17M 1 1.07% New
5325
WSWA
Warren Street Wealth Advisors
California
$1.3M +$1.22M 2 1.21% New