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
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.1M
3
+$12M
4
AAPL icon
Apple
AAPL
+$11.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.8M

Top Sells

1
+$11.1M
2
+$9.28M
3
+$6.44M
4
DDOG icon
Datadog
DDOG
+$6.33M
5
BSX icon
Boston Scientific
BSX
+$5.7M

Sector Composition

1 Technology 22.75%
2 Consumer Discretionary 8.09%
3 Financials 7.91%
4 Healthcare 6.68%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$234K 0.01%
+3,568
252
$234K 0.01%
+3,165
253
$225K 0.01%
+2,490
254
$214K 0.01%
+1,040
255
$213K 0.01%
1,846
-2,072
256
$212K 0.01%
+7,400
257
$209K 0.01%
+4,606
258
$206K 0.01%
+1,852
259
$190K 0.01%
29,748
260
$173K 0.01%
12,876
-13
261
$43.1K ﹤0.01%
+29,500
262
$27K ﹤0.01%
20,000
263
– –
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264
– –
-6,482
265
– –
-27,546
266
– –
-26,783
267
– –
-5,044
268
– –
-1,578
269
– –
-249,397
270
– –
-11,790
271
– –
0
272
– –
-2,500
273
– –
-19,854
274
– –
-10,300
275
– –
-2,100
8 9 10
11
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