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
$338M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.29M
3
+$2.13M
4
NKE icon
Nike
NKE
+$1.96M
5
VMW
VMware, Inc
VMW
+$1.9M

Top Sells

1
+$3.47M
2
+$2.48M
3
+$2.16M
4
WYNN icon
Wynn Resorts
WYNN
+$1.9M
5
HD icon
Home Depot
HD
+$1.49M

Sector Composition

1 Financials 12.88%
2 Consumer Discretionary 12.56%
3 Technology 9.89%
4 Industrials 9.6%
5 Healthcare 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.57%
38,080
+15,470
52
$1.91M 0.57%
74,052
+34,651
53
$1.88M 0.56%
15,795
+410
54
$1.85M 0.55%
21,788
+3,290
55
$1.82M 0.54%
23,435
+775
56
$1.8M 0.53%
14,472
+330
57
$1.76M 0.52%
+43,800
58
$1.75M 0.52%
61,315
-16,363
59
$1.75M 0.52%
5,811
+1,417
60
$1.71M 0.51%
15,299
-244
61
$1.69M 0.5%
+18,416
62
$1.69M 0.5%
27,560
-1,030
63
$1.66M 0.49%
50,240
+2,064
64
$1.66M 0.49%
25,118
-961
65
$1.66M 0.49%
176
+69
66
$1.59M 0.47%
+19,755
67
$1.56M 0.46%
+32,795
68
$1.53M 0.45%
+18,085
69
$1.5M 0.44%
16,402
-235
70
$1.49M 0.44%
43,003
+664
71
$1.44M 0.43%
35,050
+27,395
72
$1.4M 0.42%
14,190
+475
73
$1.36M 0.4%
9,787
+885
74
$1.35M 0.4%
21,867
+3,177
75
$1.32M 0.39%
+16,225
1 2
3
4 5