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
276
– –
-138,530
277
– –
-1,040
278
– –
-2,100
279
– –
-819
280
– –
-3,965
281
– –
-1,583
282
– –
-1,778
283
– –
-3,038
284
– –
-2,845
285
– –
-26,138
286
– –
-963
287
– –
-1,888
288
– –
-466
289
– –
-7,181
290
– –
-3,644
291
– –
-722
8 9 10 11
12