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
26
$17.7M 0.75%
55,449
+1,597
27
$17.5M 0.74%
130,390
+89,076
28
$17.1M 0.72%
81,447
+20,408
29
$16.9M 0.72%
36,121
+1,315
30
$16.4M 0.69%
204,322
+6,210
31
$16.2M 0.69%
47,255
+158
32
$16.1M 0.68%
65,178
+746
33
$15.8M 0.67%
176,251
+5,932
34
$15M 0.64%
161,074
+3,479
35
$15M 0.64%
267,555
+4,865
36
$15M 0.63%
29,414
+434
37
$14.7M 0.62%
110,469
+2,873
38
$14.3M 0.61%
69,590
+9,670
39
$14.1M 0.6%
59,038
-354
40
$14M 0.59%
113,405
+1,744
41
$13.9M 0.59%
60,696
+825
42
$13.8M 0.58%
26,150
+682
43
$13.8M 0.58%
34,821
+1,269
44
$13.8M 0.58%
138,864
+593
45
$13.6M 0.58%
87,147
+1,469
46
$13.3M 0.56%
+42,513
47
$13M 0.55%
58,068
+1,508
48
$12.6M 0.53%
95,341
+2,019
49
$12.4M 0.53%
156,922
+4,030
50
$12.4M 0.53%
69,970
-1,316
1
2
3 4 5