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
76
$796K 0.28%
+31,845
77
$795K 0.28%
+35,223
78
$789K 0.28%
+11,479
79
$783K 0.28%
+15,678
80
$776K 0.27%
+18,599
81
$775K 0.27%
+12,685
82
$747K 0.26%
+12,275
83
$744K 0.26%
+14,670
84
$738K 0.26%
+13,113
85
$730K 0.26%
+23,255
86
$726K 0.26%
+15,810
87
$672K 0.24%
+6,341
88
$670K 0.24%
+8,644
89
$668K 0.24%
+28,590
90
$665K 0.24%
+20,880
91
$662K 0.23%
+19,030
92
$641K 0.23%
+20,671
93
$622K 0.22%
+19,162
94
$622K 0.22%
+2,766
95
$619K 0.22%
+8,277
96
$612K 0.22%
+20,856
97
$610K 0.22%
+18,015
98
$609K 0.22%
+7,324
99
$605K 0.21%
+14,066
100
$593K 0.21%
+8,467
2 3
4
5 6