Carson Wealth (CWM LLC)
TMFE icon

Carson Wealth (CWM LLC)’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMFE Stock Details TMFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Buy
+544
New +$15.6K ﹤0.01% 4602
2023
Q3 		– Sell
-59
Closed -$1K – 4529
2023
Q2 		$1K Buy
+59
New +$1.02K ﹤0.01% 4081

Other funds holding TMFE

SFG
SageGuard Financial Group Goodlettsville, Tennessee $646M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCCP
Mission Creek Capital Partners San Francisco, California $501M AUM 28.4% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return