CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$4.5M
3
+$3.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.85M
5
SNOW icon
Snowflake
SNOW
+$2.85M

Top Sells

1
+$6.99M
2
+$5.52M
3
+$4.37M
4
TWLO icon
Twilio
TWLO
+$4.31M
5
NVDA icon
NVIDIA
NVDA
+$3.79M

Sector Composition

1 Technology 20.58%
2 Healthcare 10.92%
3 Financials 7.86%
4 Consumer Discretionary 7.45%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$303K 0.03%
1,358
+82
227
$301K 0.03%
+2,097
228
$299K 0.03%
1,245
-48
229
$298K 0.03%
6,484
-619
230
$288K 0.03%
2,523
231
$288K 0.03%
5,855
-200
232
$280K 0.02%
1,189
233
$278K 0.02%
1,972
-600
234
$277K 0.02%
3,025
-426
235
$277K 0.02%
1,756
-61
236
$271K 0.02%
8,610
+490
237
$262K 0.02%
15,875
238
$261K 0.02%
1,753
-791
239
$254K 0.02%
1,928
+304
240
$253K 0.02%
1,498
+48
241
$245K 0.02%
2,065
+51
242
$244K 0.02%
1,442
243
$242K 0.02%
4,296
244
$241K 0.02%
2,493
245
$234K 0.02%
1,165
-40
246
$228K 0.02%
13,241
-1,840
247
$226K 0.02%
+4,515
248
$223K 0.02%
2,669
249
$220K 0.02%
2,371
-42
250
$220K 0.02%
2,050
+90
8 9
10
11 12