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
$849M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.89M
3
+$3.34M
4
LIN icon
Linde
LIN
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$5.41M
2
+$3.36M
3
+$2.89M
4
PM icon
Philip Morris
PM
+$2.84M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M

Sector Composition

1 Technology 14.01%
2 Financials 9.93%
3 Healthcare 8.72%
4 Consumer Discretionary 6.44%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.57%
27,159
+104
52
$4.79M 0.56%
198,483
+161,478
53
$4.72M 0.56%
72,386
-851
54
$4.64M 0.55%
36,191
+3,897
55
$4.58M 0.54%
184,172
+4,017
56
$4.57M 0.54%
30,197
+591
57
$4.55M 0.54%
75,496
+7,445
58
$4.35M 0.51%
22,941
+17,602
59
$4.35M 0.51%
18,518
-2,316
60
$4.24M 0.5%
7,263
+149
61
$4.21M 0.5%
19,285
-1,034
62
$4.1M 0.48%
55,346
-946
63
$4.05M 0.48%
83,628
+336
64
$3.87M 0.46%
26,554
-1,036
65
$3.82M 0.45%
38,855
+1,419
66
$3.69M 0.43%
40,469
+388
67
$3.62M 0.43%
46,515
-195
68
$3.59M 0.42%
52,202
+1,194
69
$3.39M 0.4%
127,479
+2,908
70
$3.12M 0.37%
28,832
+241
71
$3.11M 0.37%
44,538
-2,045
72
$3M 0.35%
24,027
+232
73
$2.77M 0.33%
36,128
+710
74
$2.54M 0.3%
27,486
-1,250
75
$2.4M 0.28%
53,401
+4,484
1 2
3
4 5