Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SEI Enhanced Low Volatility US Large Cap ETF SELV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SELV Stock Details SELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28K Hold
904
– – ﹤0.01% 3693
2025
Q1 		$28K Sell
904
-79
-8% -$2.45K ﹤0.01% 3449
2024
Q4 		$29K Sell
983
-1,073
-52% -$31.7K ﹤0.01% 3201
2024
Q3 		$61K Buy
+2,056
New +$61K ﹤0.01% 2551