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

Carson Wealth (CWM LLC)’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8K Hold
210
– – ﹤0.01% 4406
2025
Q1 		$7K Hold
210
– – ﹤0.01% 4306
2024
Q4 		$7K Sell
210
-151
-42% -$5.03K ﹤0.01% 4076
2024
Q3 		$13K Buy
+361
New +$13K ﹤0.01% 3640