CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
-4.12%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$1.32B
AUM Growth
+$1.32B
(-3.1%)
Cap. Flow
+$28.5M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
40.52%
Holding
347
New
26
Increased
91
Reduced
98
Closed
19
Top Buys
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
$25M |
| 2 |
Merck
MRK
|
$11.9M |
| 3 |
Advanced Micro Devices
AMD
|
$9.48M |
| 4 |
Boeing
BA
|
$8.94M |
| 5 |
Zimmer Biomet
ZBH
|
$7.15M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$12.3M |
| 2 |
Toyota
TM
|
$11.5M |
| 3 |
Caesars Entertainment
CZR
|
$8.01M |
| 4 |
RTX Corp
RTX
|
$7.46M |
| 5 |
Coca-Cola
KO
|
$7.25M |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Healthcare | 9.81% |
| 3 | Consumer Discretionary | 7.99% |
| 4 | Financials | 7.12% |
| 5 | Communication Services | 5.71% |