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

Top Buys

1
+$14.1M
2
+$11M
3
+$10.3M
4
DKNG icon
DraftKings
DKNG
+$9.9M
5
MCO icon
Moody's
MCO
+$9.66M

Top Sells

1
+$16.2M
2
+$12.5M
3
+$12.4M
4
MRK icon
Merck
MRK
+$12.3M
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
251
$214K 0.01%
2,100
252
$214K 0.01%
1,710
+68
253
$207K 0.01%
+892
254
$206K 0.01%
1,708
+140
255
$204K 0.01%
+2,500
256
$204K 0.01%
2,054
-1,965
257
$202K 0.01%
+7,915
258
$201K 0.01%
29,748
259
$190K 0.01%
+12,889
260
$42.6K ﹤0.01%
20,000
261
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262
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-15,000
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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274
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275
– –
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8 9 10
11
12