CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.85M 0.12%
9,124
-23,605
102
$2.59M 0.11%
8,528
+818
103
$2.53M 0.11%
8,452
-33
104
$2.52M 0.11%
25,934
+1,716
105
$2.52M 0.11%
53,293
-189,422
106
$2.51M 0.11%
4,473
+41
107
$2.37M 0.1%
95,418
+20,680
108
$2.36M 0.1%
8,250
-1,813
109
$2.27M 0.1%
4,284
+199
110
$2.23M 0.09%
+269,253
111
$2.22M 0.09%
91,258
+5,383
112
$2.19M 0.09%
3
+2
113
$2.1M 0.09%
138,896
-36,108
114
$2.06M 0.09%
+11,008
115
$2.05M 0.09%
+110,239
116
$2.05M 0.09%
+1,121
117
$1.91M 0.08%
6,547
+401
118
$1.86M 0.08%
2,072
+277
119
$1.82M 0.08%
16,006
-9,602
120
$1.8M 0.08%
9,170
+7,004
121
$1.79M 0.08%
51,832
-15,895
122
$1.76M 0.07%
32,965
+113
123
$1.74M 0.07%
66,097
124
$1.72M 0.07%
16,831
+430
125
$1.71M 0.07%
28,554
+2,896
3 4
5
6 7