CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+1.09%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$282M
AUM Growth
–
Cap. Flow
+$207M
Cap. Flow
% of AUM
73.21%
Top 10 Holdings %
Top 10 Hldgs %
18.7%
Holding
211
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.05M |
| 2 |
Coca-Cola
KO
|
$5.62M |
| 3 |
Qualcomm
QCOM
|
$5.61M |
| 4 |
Amazon
AMZN
|
$5.29M |
| 5 |
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% |
