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
51
$12.4M 0.52%
89,405
+2,338
52
$12M 0.51%
60,736
-10,597
53
$11.8M 0.5%
40,812
+430
54
$11.7M 0.5%
53,696
+960
55
$11.4M 0.48%
108,759
+1,572
56
$11M 0.46%
77,891
+2,120
57
$10.9M 0.46%
101,786
+2,864
58
$10.2M 0.43%
20,333
+82
59
$9.19M 0.39%
+23,744
60
$9.18M 0.39%
28,913
+2,348
61
$9.05M 0.38%
+16,646
62
$8.87M 0.38%
94,480
+2
63
$8.8M 0.37%
105,405
+10,727
64
$8.65M 0.37%
38,173
+4,208
65
$7.81M 0.33%
112,465
-859
66
$6.94M 0.29%
+506,031
67
$6.49M 0.27%
6,560
-3
68
$6.36M 0.27%
22,100
-1,074
69
$6.15M 0.26%
12,654
+1,369
70
$5.82M 0.25%
52,711
-929
71
$5.63M 0.24%
13,266
+1,653
72
$5.6M 0.24%
19,999
-200
73
$5.49M 0.23%
7,758
+2,427
74
$5.44M 0.23%
17,878
+833
75
$5.33M 0.23%
29,138
+598
1 2
3
4 5