EWA
SECT icon

EverSource Wealth Advisors’s Main Sector Rotation ETF SECT Stock Holding History

EverSource Wealth Advisors’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$386K Buy
6,384
+3,189
+100% +$203K 0.01% 724
2025
Q4 		$206K Sell
3,195
-2
-0.1% -$127 0.01% 933
2025
Q3 		$201K Sell
3,197
-5
-0.2% -$300 0.01% 901
2025
Q2 		$186K Sell
3,202
-11
-0.3% -$582 0.01% 885
2025
Q1 		$164K Sell
3,213
-15
-0.5% -$823 0.01% 729
2024
Q4 		$177K Sell
3,228
-4
-0.1% -$222 0.01% 699
2024
Q3 		$174K Hold
3,232
– – 0.01% 607
2024
Q2 		$170K Hold
3,232
– – 0.01% 614
2024
Q1 		$155K Buy
+3,232
New +$156K 0.01% 572
2023
Q4 		– Sell
-9,620
Closed -$405K – 2731
2023
Q3 		$405K Buy
+9,620
New +$418K 0.04% 252
2022
Q3 		– Sell
-15,988
Closed -$614K – 2114
2022
Q2 		$581K Buy
+15,988
New +$627K 0.15% 125

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return