CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
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
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

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%
3,062
-506
280
$230K 0.01%
3,921
-105
281
$229K 0.01%
459
-24
282
$228K 0.01%
+689
283
$227K 0.01%
822
-81
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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-115,783
295
– –
-42,311
296
– –
0
297
– –
-7,400
298
– –
-4,606
299
– –
-2,272
300
– –
-1,887
9 10 11
12
13