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
$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
51
$1.3M 0.46%
+11,284
52
$1.29M 0.46%
+10,922
53
$1.29M 0.46%
+33,784
54
$1.27M 0.45%
+46,010
55
$1.24M 0.44%
+20,275
56
$1.22M 0.43%
+27,517
57
$1.18M 0.42%
+9,179
58
$1.16M 0.41%
+32,485
59
$1.11M 0.39%
+6,227
60
$1.03M 0.37%
+31,504
61
$1.02M 0.36%
+15,628
62
$964K 0.34%
+23,885
63
$962K 0.34%
+18,180
64
$955K 0.34%
+16,003
65
$950K 0.34%
+116,229
66
$942K 0.33%
+37,881
67
$927K 0.33%
+28,218
68
$902K 0.32%
+58,190
69
$901K 0.32%
+83
70
$830K 0.29%
+11,395
71
$820K 0.29%
+10,802
72
$818K 0.29%
+10,057
73
$811K 0.29%
+22,433
74
$805K 0.29%
+31,314
75
$804K 0.28%
+28,764
1 2
3
4 5