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
$2B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$333K 0.02%
2,533
-900
227
$325K 0.02%
+1,003
228
$308K 0.02%
4,717
229
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230
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9,695
231
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232
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233
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234
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235
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236
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237
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238
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239
$259K 0.01%
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240
$250K 0.01%
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241
$245K 0.01%
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242
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243
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245
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524
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246
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247
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8,183
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248
$221K 0.01%
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249
$220K 0.01%
+751
250
$215K 0.01%
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10
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