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
$2B
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.1M
3
+$12M
4
AAPL icon
Apple
AAPL
+$11.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.8M

Top Sells

1
+$11.1M
2
+$9.28M
3
+$6.44M
4
DDOG icon
Datadog
DDOG
+$6.33M
5
BSX icon
Boston Scientific
BSX
+$5.7M

Sector Composition

1 Technology 22.75%
2 Consumer Discretionary 8.09%
3 Financials 7.91%
4 Healthcare 6.68%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.15M 0.11%
67,727
-1,463
102
$2.12M 0.11%
7,710
+4,832
103
$2.03M 0.1%
+85,875
104
$1.92M 0.1%
6,146
-174
105
$1.82M 0.09%
3,314
-2,036
106
$1.79M 0.09%
74,738
+41,935
107
$1.76M 0.09%
24,218
+116
108
$1.76M 0.09%
8,821
+41
109
$1.73M 0.09%
32,852
-18,025
110
$1.7M 0.08%
8,104
-956
111
$1.66M 0.08%
66,097
+39,600
112
$1.65M 0.08%
65,121
+12,647
113
$1.62M 0.08%
18,040
-1,984
114
$1.58M 0.08%
22,764
+3,351
115
$1.58M 0.08%
115,783
+6,485
116
$1.56M 0.08%
26,075
-1,070
117
$1.52M 0.08%
7,692
-199
118
$1.52M 0.08%
16,195
-58
119
$1.45M 0.07%
6,237
+1,326
120
$1.43M 0.07%
3,205
+301
121
$1.43M 0.07%
14,560
-2,490
122
$1.38M 0.07%
25,658
-552
123
$1.38M 0.07%
85,160
+23,190
124
$1.35M 0.07%
21,915
+10,054
125
$1.35M 0.07%
23,120
+584
3 4
5
6 7