CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.04M 0.21%
+54,959
77
$5.04M 0.21%
9,134
+1,006
78
$5.03M 0.21%
725,179
+11
79
$4.98M 0.21%
19,337
+650
80
$4.96M 0.21%
102,893
+602
81
$4.92M 0.21%
27,092
+25,486
82
$4.77M 0.2%
8,397
+1,151
83
$4.24M 0.18%
17,896
+196
84
$4.06M 0.17%
37,694
+566
85
$3.96M 0.17%
1,515
+161
86
$3.92M 0.17%
5,356
+21
87
$3.83M 0.16%
4,776
+291
88
$3.64M 0.15%
22,867
+3,300
89
$3.61M 0.15%
4,711
+1,397
90
$3.44M 0.15%
21,510
+1,061
91
$3.44M 0.15%
132,351
+118
92
$3.34M 0.14%
128,057
-23,137
93
$3.27M 0.14%
7,056
+3,851
94
$3.1M 0.13%
92,273
+5,474
95
$3.08M 0.13%
+8,784
96
$3.07M 0.13%
+115,583
97
$3.04M 0.13%
38,685
-764
98
$3.03M 0.13%
8,926
+1,194
99
$3.01M 0.13%
+36,409
100
$2.87M 0.12%
3,639
+2,101
2 3
4
5 6