CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
+17.29%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$1.1B
AUM Growth
+$1.1B
(+25%)
Cap. Flow
+$128M
Cap. Flow
% of AUM
11.68%
Top 10 Holdings %
Top 10 Hldgs %
39.42%
Holding
295
New
33
Increased
117
Reduced
53
Closed
11
Top Buys
| 1 |
Enphase Energy
ENPH
|
$38.6M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$25.4M |
| 3 |
Wells Fargo
WFC
|
$7.75M |
| 4 |
HES
Hess
HES
|
$6.49M |
| 5 |
Chubb
CB
|
$6.46M |
Top Sells
| 1 |
Workday
WDAY
|
$7.47M |
| 2 |
Masco
MAS
|
$6.17M |
| 3 |
Chevron
CVX
|
$5.62M |
| 4 |
Cisco
CSCO
|
$4.59M |
| 5 |
American International
AIG
|
$4.53M |
Sector Composition
| 1 | Technology | 23.4% |
| 2 | Financials | 9.81% |
| 3 | Healthcare | 8.75% |
| 4 | Consumer Discretionary | 8.11% |
| 5 | Communication Services | 6.31% |
