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
$707M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$3.67M
3
+$2.7M
4
CB icon
Chubb
CB
+$2.64M
5
PRU icon
Prudential Financial
PRU
+$2.58M

Top Sells

1
+$2.67M
2
+$2.54M
3
+$2.24M
4
LUV icon
Southwest Airlines
LUV
+$2.23M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.21M

Sector Composition

1 Financials 13.43%
2 Technology 10.58%
3 Healthcare 8.08%
4 Communication Services 7.69%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.39%
32,943
+222
77
$2.73M 0.39%
53,403
+670
78
$2.64M 0.37%
+18,169
79
$2.59M 0.37%
20,719
+640
80
$2.58M 0.37%
+23,868
81
$2.54M 0.36%
61,455
82
$2.54M 0.36%
33,877
+401
83
$2.53M 0.36%
57,623
+952
84
$2.44M 0.35%
218,247
+777
85
$2.44M 0.35%
28,896
-4,195
86
$2.43M 0.34%
18,743
-245
87
$2.42M 0.34%
46,275
+166
88
$2.33M 0.33%
44,479
-48
89
$2.24M 0.32%
23,915
+7,384
90
$2.2M 0.31%
33,788
+978
91
$2.09M 0.3%
38,860
+98
92
$2.08M 0.29%
32,419
-1,208
93
$1.85M 0.26%
74,344
+46
94
$1.84M 0.26%
15,189
+8,477
95
$1.78M 0.25%
20,090
+251
96
$1.78M 0.25%
33,622
+10,841
97
$1.72M 0.24%
22,180
+11,544
98
$1.66M 0.24%
15,044
-428
99
$1.64M 0.23%
52,540
+257
100
$1.64M 0.23%
8,439
-9
2 3
4
5 6