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
101
$1.62M 0.23%
9,411
+8,035
102
$1.54M 0.22%
+823
103
$1.44M 0.2%
34,881
+2,030
104
$1.42M 0.2%
5,838
+37
105
$1.42M 0.2%
26,178
106
$1.41M 0.2%
+31,686
107
$1.4M 0.2%
14,206
-581
108
$1.38M 0.2%
16,406
+289
109
$1.37M 0.19%
11,654
-413
110
$1.35M 0.19%
8,919
+65
111
$1.33M 0.19%
10,519
+80
112
$1.3M 0.18%
8,144
+34
113
$1.28M 0.18%
977
-26
114
$1.28M 0.18%
14,745
-11,523
115
$1.27M 0.18%
1,006
+742
116
$1.25M 0.18%
21,528
+199
117
$1.18M 0.17%
14,228
+113
118
$1.16M 0.16%
12,812
+7,308
119
$1.16M 0.16%
+46,237
120
$1.15M 0.16%
4,761
+34
121
$1.03M 0.15%
12,073
+54
122
$1.02M 0.15%
22,560
+1,560
123
$997K 0.14%
19,893
+73
124
$934K 0.13%
1,076
-35
125
$927K 0.13%
25,698
-170
3 4
5
6 7