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

Carson Wealth (CWM LLC)’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$25K Buy
2025
Q2 		$16K Hold
2025
Q1 		$15K Hold
2024
Q4 		$15K Sell
2024
Q3 		$25K Buy