EWA
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Evolution Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Evolution Wealth Advisors’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-20
Closed -$5K – 636
2021
Q3 		$5K Hold
20
– – ﹤0.01% 530
2021
Q2 		$5K Hold
20
– – ﹤0.01% 531
2021
Q1 		$5K Hold
20
– – ﹤0.01% 539
2020
Q4 		$4K Hold
20
– – ﹤0.01% 496
2020
Q3 		$4K Hold
20
– – ﹤0.01% 476
2020
Q2 		$4K Buy
+20
New +$3.83K ﹤0.01% 410
2020
Q1 		– Sell
-22
Closed -$4K – 651
2019
Q4 		$4K Buy
+22
New +$4.22K ﹤0.01% 474
2019
Q3 		– Sell
-20
Closed -$4K – 594
2019
Q2 		$4K Buy
+20
New +$3.62K ﹤0.01% 315

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return