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
$578M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.42M
3
+$2.91M
4
TWX
Time Warner Inc
TWX
+$2.65M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.28M

Top Sells

1
+$15.1M
2
+$1.93M
3
+$1.92M
4
CSX icon
CSX Corp
CSX
+$1.68M
5
APTV icon
Aptiv
APTV
+$1.6M

Sector Composition

1 Financials 12.7%
2 Technology 10.49%
3 Healthcare 10.48%
4 Communication Services 8.41%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 0.95%
62,038
+4,165
27
$5.54M 0.95%
43,210
-5,370
28
$5.49M 0.94%
132,424
+82,382
29
$5.46M 0.93%
178,134
+15,034
30
$5.43M 0.93%
67,372
-14,245
31
$5.35M 0.91%
48,123
+1,680
32
$5.35M 0.91%
83,661
+34,310
33
$5.29M 0.9%
101,850
+8,304
34
$5.22M 0.89%
123,449
-293
35
$5.09M 0.87%
94,490
-2,510
36
$4.95M 0.85%
89,805
+11,375
37
$4.75M 0.81%
19,804
-2,102
38
$4.67M 0.8%
59,378
+1,531
39
$4.53M 0.77%
83,601
-35,618
40
$4.47M 0.76%
112,965
+5,992
41
$4.41M 0.75%
46,849
+20,998
42
$4.26M 0.73%
32,354
+2,609
43
$4.14M 0.71%
40,697
+171
44
$4.11M 0.7%
134,320
-11,816
45
$4.08M 0.7%
64,520
+8,832
46
$4.03M 0.69%
39,146
+3,644
47
$3.99M 0.68%
31,644
+16,919
48
$3.92M 0.67%
42,255
+2,031
49
$3.71M 0.63%
23,348
+2,047
50
$3.7M 0.63%
116,606
+15,718
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