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
$282M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$5.62M
3
+$5.61M
4
AMZN icon
Amazon
AMZN
+$5.29M
5
EBAY icon
eBay
EBAY
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.19%
2 Consumer Discretionary 10.71%
3 Financials 10.25%
4 Consumer Staples 7.69%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$480K 0.17%
+7,782
127
$468K 0.17%
+19,830
128
$463K 0.16%
+4,134
129
$461K 0.16%
+7,303
130
$460K 0.16%
+23,145
131
$456K 0.16%
+8,186
132
$435K 0.15%
+2,023
133
$431K 0.15%
+7,141
134
$429K 0.15%
+4,749
135
$425K 0.15%
+60,480
136
$408K 0.14%
+6,386
137
$397K 0.14%
+28,755
138
$394K 0.14%
+15,885
139
$377K 0.13%
+8,427
140
$349K 0.12%
+4,058
141
$286K 0.1%
+8,605
142
$280K 0.1%
+18,205
143
$254K 0.09%
+5,370
144
$253K 0.09%
+4,190
145
$212K 0.08%
+1,291
146
$204K 0.07%
+3,925
147
$135K 0.05%
+11,675
2 3 4 5
6