CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$5.62M
3
+$5.61M
4
AMZN icon
Amazon
AMZN
+$5.29M
5
EBAY icon
eBay
EBAY
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.19%
2 Consumer Discretionary 10.71%
3 Financials 10.25%
4 Consumer Staples 7.69%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.85%
+53,986
27
$2.17M 0.77%
+20,590
28
$2.12M 0.75%
+34,189
29
$1.99M 0.7%
+23,151
30
$1.95M 0.69%
+1,635
31
$1.93M 0.68%
+31,135
32
$1.85M 0.65%
+36,075
33
$1.84M 0.65%
+42,119
34
$1.82M 0.64%
+46,415
35
$1.81M 0.64%
+32,525
36
$1.78M 0.63%
+30,448
37
$1.71M 0.61%
+14,290
38
$1.64M 0.58%
+34,241
39
$1.64M 0.58%
+30,405
40
$1.6M 0.57%
+23,945
41
$1.55M 0.55%
+28,041
42
$1.53M 0.54%
+17,867
43
$1.46M 0.52%
+16,209
44
$1.44M 0.51%
+29,886
45
$1.42M 0.5%
+58,427
46
$1.4M 0.49%
+21,108
47
$1.39M 0.49%
+12,491
48
$1.39M 0.49%
+50,937
49
$1.35M 0.48%
+1,635
50
$1.3M 0.46%
+8,605
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2
3 4 5