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
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.9M
3
+$10.1M
4
DDOG icon
Datadog
DDOG
+$9.86M
5
NVDA icon
NVIDIA
NVDA
+$9.46M

Top Sells

1
+$14.1M
2
+$9.02M
3
+$8.51M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
BAC icon
Bank of America
BAC
+$7.97M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$239K 0.01%
776
+8
277
$236K 0.01%
+2,100
278
$235K 0.01%
+4,387
279
$233K 0.01%
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-506
280
$230K 0.01%
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281
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459
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282
$228K 0.01%
+689
283
$227K 0.01%
822
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284
$225K 0.01%
+1,706
285
$225K 0.01%
8,780
-3,407
286
$212K 0.01%
29,748
287
$205K 0.01%
+664
288
$203K 0.01%
+420
289
$200K 0.01%
+1,075
290
$188K 0.01%
12,898
+22
291
$104K ﹤0.01%
+11,543
292
$52.5K ﹤0.01%
29,500
293
$29.8K ﹤0.01%
20,000
294
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295
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296
– –
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297
– –
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298
– –
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299
– –
-42,311
300
– –
0
9 10 11
12
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