WWM
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Western Wealth Management’s Rambus RMBS Stock Holding History

Western Wealth Management’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-44,038
Closed -$1.4M – 839
2022
Q1 		$1.4M Buy
+44,038
New +$1.22M 0.07% 268

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Ameriprise
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Neuberger Berman Group
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State Street
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Dimensional Fund Advisors
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WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return