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
76
$3.45M 0.31%
42,221
+2,210
77
$3.4M 0.3%
61,058
+8,846
78
$3.4M 0.3%
10,763
-190
79
$3.3M 0.29%
6,893
-299
80
$3.24M 0.29%
16,470
81
$3.17M 0.28%
42,588
-1,016
82
$3.15M 0.28%
27,961
-2,519
83
$3.05M 0.27%
21,909
+20,465
84
$2.94M 0.26%
20,446
+206
85
$2.76M 0.24%
44,171
-505
86
$2.58M 0.23%
9,465
+102
87
$2.52M 0.22%
23,080
-1,020
88
$2.42M 0.21%
9,806
-197
89
$2.4M 0.21%
34,287
-756
90
$2.35M 0.21%
10,770
+574
91
$2.35M 0.21%
4,945
+150
92
$2.32M 0.21%
17,851
+291
93
$2.24M 0.2%
10,788
+557
94
$2.23M 0.2%
+36,247
95
$2.18M 0.19%
+33,022
96
$2.18M 0.19%
6,208
97
$2.09M 0.19%
29,257
-305
98
$1.99M 0.18%
11,296
99
$1.96M 0.17%
28,090
+3,457
100
$1.88M 0.17%
12,273
+71
2 3
4
5 6