CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.69M
3
+$9.36M
4
ADBE icon
Adobe
ADBE
+$9.18M
5
EMR icon
Emerson Electric
EMR
+$9.14M

Top Sells

1
+$11.5M
2
+$9.81M
3
+$9.55M
4
MDLZ icon
Mondelez International
MDLZ
+$9.47M
5
AMD icon
Advanced Micro Devices
AMD
+$8.73M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$237K 0.01%
+1,400
227
$235K 0.01%
1,014
+13
228
$231K 0.01%
5,903
-5,300
229
$230K 0.01%
1,400
230
$224K 0.01%
1,398
-280
231
$215K 0.01%
1,296
-292
232
$214K 0.01%
3,679
233
$214K 0.01%
2,091
-354
234
$212K 0.01%
8,181
-2,721
235
$206K 0.01%
3,248
-424
236
$204K 0.01%
29,748
237
$204K 0.01%
+6,000
238
$202K 0.01%
+781
239
$174K 0.01%
+211,700
240
$23.3K ﹤0.01%
10,000
241
$12.8K ﹤0.01%
667
242
– –
-48,378
243
– –
-13,794
244
– –
-6,366
245
– –
-24,710
246
– –
-1,500
247
– –
-1,486
248
– –
0
249
– –
-10,837
250
– –
-181,780
7 8 9
10
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