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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
6676
SM
Southport Management
Wyoming
$381K +$434K 1 1.64% New
6677
LAM
Lountzis Asset Management
Pennsylvania
$379K +$417K 1 0.14% New
6678
NRWA
North Ridge Wealth Advisors
Oregon
$374K -$28.7K 3 0.25% Reduced
6679
OFG
Orcam Financial Group
California
$373K -$104K 1 0.35% Reduced
6680
MC
McCarthy & Cox
Ohio
$370K -$210K 1 0.16% Reduced
6681
MFG
Mendota Financial Group
Wisconsin
$370K -$662K 2 0.4% Reduced
6682
BWM
Buska Wealth Management
Wisconsin
$370K -$3.71K 1 0.12% Reduced
6683
RWS
Rochester Wealth Strategies
Michigan
$369K +$385K 1 0.29% New
6684
CCM
Ciovacco Capital Management
Georgia
$367K -$5.33K 1 0.26% Reduced
6685
RWM
Riverchase Wealth Management
Texas
$366K $0 1 0.26% Maintained
6686
EFP
Envision Financial Planning
Tennessee
$364K -$189K 1 0.19% Reduced
6687
AWM
Accredited Wealth Management
Kentucky
$364K -$3.51M 8 0.31% Reduced
6688
PFA
Portland Financial Advisors
New York
$360K $0 1 0.92% Maintained
6689
ARA
Alexander Randolph Advisory
Virginia
$352K $0 1 0.34% Maintained
6690
Simplify Asset Management
Simplify Asset Management
Nevada
$351K -$2.38M 2 0.01% Reduced
6691
PWM
Pacific Wealth Management
California
$351K $0 1 0.19% Maintained
6692
CAM
Clarity Asset Management
Iowa
$348K -$227K 4 0.22% Reduced
6693
AU
Algebris (UK)
United Kingdom
$344K -$788K 1 0.06% Reduced
6694
HFA
Hippocratic Financial Advisors
California
$344K +$35.2K 1 0.2% Increased
6695
BCM
Bluefin Capital Management
New York
$341K +$371K 1 0.25% New
6696
VAG
Vannoy Advisory Group
Texas
$340K $0 1 0.25% Maintained
6697
SigFig Wealth Management
SigFig Wealth Management
California
$338K $0 1 0.01% Maintained
6698
MI
Moneywise Inc
Virginia
$337K -$1.54M 1 0.18% Reduced
6699
HWA
Hillcrest Wealth Advisors
New Jersey
$336K $0 1 0.17% Maintained
6700
CCM
Cutler Capital Management
Massachusetts
$336K +$205K 2 0.12% Increased