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
$1.13B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$4.5M
3
+$3.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.85M
5
SNOW icon
Snowflake
SNOW
+$2.85M

Top Sells

1
+$6.99M
2
+$5.52M
3
+$4.37M
4
TWLO icon
Twilio
TWLO
+$4.31M
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$217K 0.02%
2,254
-71
252
$215K 0.02%
6,033
-122,498
253
$210K 0.02%
852
-135
254
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1,500
255
$207K 0.02%
1,017
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256
$206K 0.02%
118
-837
257
$203K 0.02%
2,873
-158
258
$161K 0.01%
18,800
259
$79K 0.01%
20,244
+2,574
260
$54K ﹤0.01%
2,761
261
$39K ﹤0.01%
10,000
262
$6K ﹤0.01%
10,000
263
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264
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265
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266
– –
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267
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268
– –
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269
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270
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271
– –
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272
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273
– –
-13,620
274
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275
– –
-699
8 9 10
11
12