CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+9.2%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$1.28B
AUM Growth
-$6.93M
(-0.54%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-8.71%
Top 10 Holdings %
Top 10 Hldgs %
39.91%
Holding
334
New
16
Increased
59
Reduced
139
Closed
18
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$49M |
| 2 |
Thermo Fisher Scientific
TMO
|
$9.23M |
| 3 |
Home Depot
HD
|
$6.01M |
| 4 |
ServiceNow
NOW
|
$5.35M |
| 5 |
United Airlines
UAL
|
$3.53M |
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$50.2M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$18M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$12.4M |
| 4 |
Danaher
DHR
|
$9.9M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$8.37M |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Healthcare | 8.82% |
| 3 | Consumer Discretionary | 8.48% |
| 4 | Financials | 6.99% |
| 5 | Consumer Staples | 5.75% |
