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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
7151
MAG
Members Advisory Group
New York
$540K -$18.5K 2 0.2% Reduced
7152
OAG
Oakmont Advisory Group
New Mexico
$540K +$552K 2 0.58% New
7153
AC
Applied Capital
Arkansas
$538K +$260K 2 0.21% Increased
7154
DEM
Disciplined Equity Management
Florida
$535K +$421 3 0.28% Increased
7155
GFA
Gladwyn Financial Advisors
Virginia
$535K $0 2 0.38% Maintained
7156
ARA
Approach Retirement Advisors
Alabama
$534K +$528K 2 0.46% New
7157
TIM
Thor Investment Management
Ohio
$533K +$73.3K 1 0.31% Increased
7158
HWM
Hassell Wealth Management
Louisiana
$533K +$38.9K 1 0.18% Increased
7159
RCM
Richardson Capital Management
Wisconsin
$532K +$2.44K 4 0.27% Increased
7160
ERWM
E&R Wealth Management
South Carolina
$529K +$516K 2 0.55% New
7161
OWA
OakTrust Wealth Advisors
Connecticut
$525K +$519K 1 0.48% New
7162
IW
Integrated Wealthcare
North Carolina
$524K +$518K 1 0.44% New
7163
MCM
MidAtlantic Capital Management
Virginia
$519K +$520K 3 0.33% New
7164
FCI
Financial Counselors Inc
Kansas
$516K -$2.95K 1 0.72% Reduced
7165
WAM
Wilsey Asset Management
California
$515K +$215K 1 0.08% Increased
7166
OCA
Optimus Capital Advisors
Texas
$514K +$507K 1 0.3% New
7167
CC
Cultivar Capital
Texas
$511K +$6.17K 1 0.33% Increased
7168
EFP
Envision Financial Planning
Tennessee
$510K +$28.5K 1 0.19% Increased
7169
AC
Anson Capital
Georgia
$509K $0 1 0.37% Maintained
7170
BWM
Buska Wealth Management
Wisconsin
$506K +$49.9K 1 0.19% Increased
7171
HCM
Huber Capital Management
California
$501K $0 1 0.07% Maintained
7172
SigFig Wealth Management
SigFig Wealth Management
California
$500K $0 1 0.01% Maintained
7173
SPA
Sound Portfolio Advisors
Connecticut
$500K +$494K 1 0.42% New
7174
ASW
Astoria Strategic Wealth
Texas
$498K -$17.7K 2 0.13% Reduced
7175
LC
Luminist Capital
Michigan
$497K -$2.85M 4 0.61% Reduced