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
101
$1.88M 0.17%
21,924
-9
102
$1.84M 0.16%
69,838
+8,654
103
$1.76M 0.16%
49,177
+7,344
104
$1.69M 0.15%
26,665
105
$1.68M 0.15%
+33,576
106
$1.68M 0.15%
32,802
-5,474
107
$1.67M 0.15%
10,039
-307
108
$1.66M 0.15%
3,055
+40
109
$1.62M 0.14%
99,750
-33,335
110
$1.59M 0.14%
39,624
-1,571
111
$1.57M 0.14%
96,205
+6,130
112
$1.55M 0.14%
36,430
-500
113
$1.54M 0.14%
23,858
-8,625
114
$1.51M 0.13%
4,618
-33
115
$1.47M 0.13%
+9,863
116
$1.45M 0.13%
13,427
-180
117
$1.44M 0.13%
+11,231
118
$1.41M 0.13%
+32,896
119
$1.37M 0.12%
39,418
-2,004
120
$1.35M 0.12%
899
-14
121
$1.34M 0.12%
24,441
-15
122
$1.34M 0.12%
7,118
+4,417
123
$1.34M 0.12%
171,543
+70,400
124
$1.33M 0.12%
26,291
-29,111
125
$1.31M 0.12%
14,202
-28,083
3 4
5
6 7