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
$798M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$7.11M
3 +$6.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.61M

Top Sells

1 +$6.46M
2 +$6.01M
3 +$4.8M
4
MRK icon
Merck
MRK
+$4.6M
5
MCHP icon
Microchip Technology
MCHP
+$2.94M

Sector Composition

1 Financials 12.29%
2 Technology 10.95%
3 Healthcare 7.85%
4 Communication Services 7.28%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.23M 1.03%
68,812
+1,008
27
$7.86M 0.99%
120,865
+4,006
28
$7.86M 0.98%
61,119
+2,142
29
$7.83M 0.98%
31,073
+811
30
$7.41M 0.93%
37,128
+2,426
31
$7.31M 0.92%
66,974
+1,827
32
$7.05M 0.88%
135,390
+10,157
33
$7.05M 0.88%
61,794
+1,211
34
$6.96M 0.87%
50,229
+2,594
35
$6.95M 0.87%
342,270
+20,540
36
$6.84M 0.86%
68,784
+3,750
37
$6.81M 0.85%
3,273
+328
38
$6.78M 0.85%
20,668
+646
39
$6.69M 0.84%
248,324
+26,106
40
$6.57M 0.82%
82,831
+1,766
41
$6.52M 0.82%
89,921
+1,596
42
$6.46M 0.81%
+141,239
43
$6.33M 0.79%
33,596
+1,937
44
$6.21M 0.78%
209,244
+12,123
45
$6.21M 0.78%
18,359
-13
46
$6.2M 0.78%
85,600
-3,760
47
$6.18M 0.77%
65,247
+51,001
48
$6.12M 0.77%
90,699
-4,884
49
$6.11M 0.77%
43,949
+3,683
50
$6.05M 0.76%
172,788
+13,069