CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$476K 0.02%
12,000
227
$473K 0.02%
2,400
-770
228
$469K 0.02%
4,296
229
$464K 0.02%
18,617
-2,797
230
$459K 0.02%
2,883
-163
231
$452K 0.02%
2,046
+5
232
$441K 0.02%
+1,001
233
$438K 0.02%
3,793
-21,411
234
$433K 0.02%
6,304
+96
235
$432K 0.02%
1,878
-86
236
$426K 0.02%
+2,081
237
$422K 0.02%
+1,269
238
$416K 0.02%
4,893
+886
239
$411K 0.02%
1,506
-360
240
$407K 0.02%
9,393
-188
241
$390K 0.02%
8,963
242
$384K 0.02%
9,062
+138
243
$379K 0.02%
13,101
+329
244
$375K 0.02%
2,783
245
$372K 0.02%
307
-72
246
$372K 0.02%
15,385
+4,330
247
$361K 0.02%
2,092
+7
248
$356K 0.02%
339
+69
249
$348K 0.01%
6,683
-6,961
250
$348K 0.01%
+2,612
8 9
10
11 12