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
$1.13B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$4.5M
3
+$3.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.85M
5
SNOW icon
Snowflake
SNOW
+$2.85M

Top Sells

1
+$6.99M
2
+$5.52M
3
+$4.37M
4
TWLO icon
Twilio
TWLO
+$4.31M
5
NVDA icon
NVIDIA
NVDA
+$3.79M

Sector Composition

1 Technology 20.58%
2 Healthcare 10.92%
3 Financials 7.86%
4 Consumer Discretionary 7.45%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.14M 0.81%
31,775
+1,496
27
$9.02M 0.8%
65,096
+943
28
$8.96M 0.8%
30,168
+455
29
$8.93M 0.79%
39,774
+3,390
30
$8.93M 0.79%
307,108
+6,101
31
$8.9M 0.79%
57,700
32
$8.86M 0.79%
57,037
+1,006
33
$8.84M 0.78%
65,672
+3,682
34
$8.75M 0.78%
140,959
+42,711
35
$8.42M 0.75%
36,113
+1,177
36
$8.36M 0.74%
88,578
+39,951
37
$8.31M 0.74%
266,938
-69,926
38
$8.04M 0.71%
48,717
+1,184
39
$7.97M 0.71%
203,417
-58,555
40
$7.71M 0.68%
44,330
+576
41
$7.37M 0.65%
53,618
+133
42
$7.29M 0.65%
46,737
+1,898
43
$7.24M 0.64%
70,874
-4,312
44
$7.23M 0.64%
68,208
+1,231
45
$6.56M 0.58%
129,241
+1,078
46
$6.52M 0.58%
709,814
+94,700
47
$6.4M 0.57%
23,065
+338
48
$6.32M 0.56%
89,993
+407
49
$6.01M 0.53%
28,191
+285
50
$5.91M 0.52%
74,065
+1,319
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