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
101
$1.91M 0.14%
26,119
102
$1.85M 0.14%
102,850
+21,200
103
$1.84M 0.14%
1,557
+80
104
$1.83M 0.13%
28,540
105
$1.74M 0.13%
+12,697
106
$1.73M 0.13%
9,356
-129
107
$1.71M 0.13%
43,562
108
$1.7M 0.12%
15,806
-415
109
$1.57M 0.12%
4,255
+156
110
$1.56M 0.11%
11,615
+375
111
$1.53M 0.11%
23,650
+7,740
112
$1.45M 0.11%
6,873
+58
113
$1.44M 0.11%
3,565
-126
114
$1.41M 0.1%
500
115
$1.39M 0.1%
4,277
+2,398
116
$1.38M 0.1%
3,143
+824
117
$1.36M 0.1%
12,752
+7,786
118
$1.35M 0.1%
16,196
+3,501
119
$1.33M 0.1%
7,830
120
$1.32M 0.1%
9,665
+5,294
121
$1.27M 0.09%
4,174
+9
122
$1.27M 0.09%
19,422
+10
123
$1.23M 0.09%
+37,417
124
$1.23M 0.09%
5,582
125
$1.2M 0.09%
6,879
+298
3 4
5
6 7