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
$1.36B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.62M
3
+$4.24M
4
TM icon
Toyota
TM
+$2.25M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.06M

Top Sells

1
+$8.85M
2
+$6.66M
3
+$4.49M
4
HBAN icon
Huntington Bancshares
HBAN
+$4.26M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Sector Composition

1 Technology 24.74%
2 Consumer Discretionary 9.21%
3 Healthcare 8.63%
4 Financials 6.56%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.58M 0.26%
16,243
77
$3.54M 0.26%
12,341
-388
78
$3.49M 0.26%
43,108
-714
79
$3.38M 0.25%
17,657
+88
80
$3.21M 0.24%
81,223
81
$3.19M 0.23%
63,570
-5,241
82
$3.15M 0.23%
19,008
-244
83
$3.14M 0.23%
11,980
-1,447
84
$3M 0.22%
4,140
+7
85
$2.97M 0.22%
188,343
86
$2.88M 0.21%
10,458
-153
87
$2.68M 0.2%
26,566
-221
88
$2.64M 0.19%
17,400
-487
89
$2.63M 0.19%
10,782
+136
90
$2.42M 0.18%
66,065
-1,285
91
$2.39M 0.18%
8,013
-351
92
$2.27M 0.17%
11,430
+134
93
$2.24M 0.16%
19,388
+286
94
$2.22M 0.16%
27,472
-189
95
$2.16M 0.16%
5,492
-4,986
96
$2.15M 0.16%
21,661
+504
97
$2.09M 0.15%
29,786
+144
98
$2.05M 0.15%
40,561
-4,290
99
$1.98M 0.15%
4,644
+12
100
$1.93M 0.14%
6,262
-17
2 3
4
5 6