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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
7026
FWM
FSR Wealth Management
Illinois
$842K -$118K 1 0.99% Reduced
7027
WT
WHI Trust
Illinois
$841K +$836K 5 0.65% New
7028
SS
Sound Stewardship
Kansas
$839K -$685K 1 0.4% Reduced
7029
IFA
Interactive Financial Advisors
Illinois
$838K -$9.39K 3 0.54% Reduced
7030
KWM
KMT Wealth Management
California
$834K +$207K 2 0.45% Increased
7031
WUW
Wheels Up Wealth
California
$833K +$844K 2 0.78% New
7032
KHCM
Kettle Hill Capital Management
New York
$833K +$825K 1 0.19% New
7033
SWP
SIMA Wealth Partners
Virginia
$829K -$38.2K 4 0.63% Reduced
7034
DAM
DLD Asset Management
New York
$827K +$711K 3 0.06% Increased
7035
CF
Crosspoint Financial
California
$824K +$272K 2 1.94% Increased
7036
AI
Arrien Investments
Idaho
$816K -$31.1K 1 0.46% Reduced
7037
AU
Algebris (UK)
United Kingdom
$814K -$227K 2 0.06% Reduced
7038
ACM
ADAR1 Capital Management
Texas
$811K $0 2 0.06% Maintained
7039
HA
Hanover Advisors
South Carolina
$809K +$177K 3 0.31% Increased
7040
VWA
Vistica Wealth Advisors
California
$807K +$797K 1 0.8% New
7041
MFG
Marmo Financial Group
Tennessee
$806K +$265K 2 0.38% Increased
7042
BFA
Bluestem Financial Advisors
Illinois
$801K +$134K 1 0.31% Increased
7043
ACM
Appalachian Capital Management
Ohio
$801K +$794K 1 0.64% New
7044
NPAN
Northeast Planning Associates NH
New Hampshire
$796K $0 1 0.56% Maintained
7045
OP
Oldfield Partners
United Kingdom
$795K -$660K 1 0.23% Reduced
7046
IWM
Inlight Wealth Management
Georgia
$792K -$91.2K 7 0.29% Reduced
7047
FF
Finley Financial
Nevada
$790K $0 3 0.36% Maintained
7048
RWM
Rolek Wealth Management
Pennsylvania
$788K +$6.98K 1 0.54% Increased
7049
C
Cliffwater
California
$787K $0 1 0.17% Maintained
7050
MSA
Marathon Strategic Advisors
Pennsylvania
$779K -$6.64K 2 0.6% Reduced