PWM
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Perigon Wealth Management’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Perigon Wealth Management’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
2026
Q1 		$1.53M Buy
33,682
+1,507
+5% +$71.2K 0.03% 429
2025
Q4 		$1.48M Buy
32,175
+2,917
+10% +$133K 0.03% 441
2025
Q3 		$1.33M Buy
29,258
+4,860
+20% +$211K 0.03% 438
2025
Q2 		$1.03M Buy
24,398
+3
+0% +$114 0.02% 462
2025
Q1 		$880K Sell
24,395
-1,617
-6% -$62.8K 0.02% 482
2024
Q4 		$1.03M Sell
26,012
-3,342
-11% -$129K 0.03% 439
2024
Q3 		$1.06M Sell
29,354
-1,249
-4% -$42.2K 0.03% 418
2024
Q2 		$1.02M Sell
30,603
-1,633
-5% -$51.9K 0.03% 376
2024
Q1 		$1.04M Buy
+32,236
New +$973K 0.03% 362

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return