CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.62M
3
+$4.24M
4
TM icon
Toyota
TM
+$2.25M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.06M

Top Sells

1
+$8.85M
2
+$6.66M
3
+$4.49M
4
HBAN icon
Huntington Bancshares
HBAN
+$4.26M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Sector Composition

1 Technology 24.74%
2 Consumer Discretionary 9.21%
3 Healthcare 8.63%
4 Financials 6.56%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$285K 0.02%
1,001
+1
227
$279K 0.02%
466
228
$274K 0.02%
1,580
+111
229
$268K 0.02%
2,316
230
$267K 0.02%
+942
231
$261K 0.02%
1,952
232
$261K 0.02%
2,669
233
$260K 0.02%
2,919
+5
234
$260K 0.02%
1,055
-87
235
$258K 0.02%
2,943
+290
236
$246K 0.02%
15,875
237
$245K 0.02%
3,880
-299
238
$242K 0.02%
777
239
$241K 0.02%
2,004
+11
240
$241K 0.02%
1,360
241
$237K 0.02%
1,500
242
$233K 0.02%
1,955
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243
$221K 0.02%
1,007
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244
$216K 0.02%
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-14
245
$211K 0.02%
+798
246
$207K 0.02%
+1,534
247
$203K 0.01%
+4,603
248
$203K 0.01%
+1,200
249
$201K 0.01%
+2,673
250
$179K 0.01%
29,748
7 8 9
10
11