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
51
$5.8M 0.51%
119,420
+92,710
52
$5.77M 0.51%
60,706
+1,492
53
$5.72M 0.51%
22,478
+1,153
54
$5.59M 0.5%
154,877
+38,496
55
$5.57M 0.49%
20,292
-735
56
$5.56M 0.49%
61,134
+140
57
$5.51M 0.49%
147,918
+2,919
58
$5.37M 0.48%
52,778
+152
59
$5.36M 0.48%
27,249
+483
60
$5.16M 0.46%
23,764
+740
61
$5.07M 0.45%
66,401
+1,436
62
$4.96M 0.44%
64,543
-90,977
63
$4.84M 0.43%
17,296
+246
64
$4.83M 0.43%
236,298
+90,721
65
$4.83M 0.43%
41,095
+702
66
$4.75M 0.42%
85,107
+1,750
67
$4.7M 0.42%
140,706
+30,710
68
$4.57M 0.41%
16,748
+249
69
$4.53M 0.4%
376,592
+4,837
70
$4.52M 0.4%
50,747
-6,412
71
$3.94M 0.35%
71,371
+2,753
72
$3.92M 0.35%
22,085
-205
73
$3.7M 0.33%
70,625
+4,956
74
$3.6M 0.32%
59,656
-13,779
75
$3.59M 0.32%
60,936
-16,932
1 2
3
4 5