CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
-14.2%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$1.13B
AUM Growth
-$212M
(-16%)
Cap. Flow
-$25.1M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
37.07%
Holding
353
New
14
Increased
98
Reduced
99
Closed
29
Top Buys
| 1 |
iShares Core High Dividend ETF
HDV
|
$24.8M |
| 2 |
Broadcom
AVGO
|
$4.5M |
| 3 |
Walt Disney
DIS
|
$3.77M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.85M |
| 5 |
Snowflake
SNOW
|
$2.85M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$6.99M |
| 2 |
Charles Schwab
SCHW
|
$5.52M |
| 3 |
Carrier Global
CARR
|
$4.37M |
| 4 |
Twilio
TWLO
|
$4.31M |
| 5 |
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% |
