CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
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
+$13.2M
2
+$12.4M
3
+$12.2M
4
META icon
Meta Platforms (Facebook)
META
+$12.1M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$10.9M
2
+$9.28M
3
+$8.05M
4
NFLX icon
Netflix
NFLX
+$6.57M
5
BSX icon
Boston Scientific
BSX
+$5.69M

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
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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
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-11,790
274
– –
0
275
– –
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8 9 10
11
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