Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SEI Enhanced US Large Cap Momentum Factor ETF SEIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$28K Buy
2025
Q2 		$19K Hold
2025
Q1 		$16K Hold
2024
Q4 		$17K Sell
2024
Q3 		$27K Buy