CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$5.62M
3
+$5.61M
4
AMZN icon
Amazon
AMZN
+$5.29M
5
EBAY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$592K 0.21%
+10,117
102
$588K 0.21%
+24,081
103
$584K 0.21%
+23,735
104
$581K 0.21%
+10,753
105
$576K 0.2%
+40,201
106
$570K 0.2%
+7,490
107
$569K 0.2%
+1,343
108
$563K 0.2%
+34,675
109
$561K 0.2%
+11,782
110
$561K 0.2%
+12,296
111
$560K 0.2%
+5,897
112
$558K 0.2%
+22,288
113
$558K 0.2%
+10,789
114
$555K 0.2%
+37,460
115
$551K 0.2%
+12,063
116
$549K 0.19%
+34,529
117
$545K 0.19%
+5,143
118
$536K 0.19%
+4,764
119
$527K 0.19%
+18,640
120
$526K 0.19%
+8,868
121
$515K 0.18%
+6,672
122
$512K 0.18%
+555
123
$509K 0.18%
+27,780
124
$502K 0.18%
+19,230
125
$497K 0.18%
+18,450
2 3 4
5
6