CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
+2.9%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$578M
AUM Growth
+$578M
(+2.6%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
24.12%
Holding
256
New
11
Increased
75
Reduced
60
Closed
32
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$4.97M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.42M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.91M |
| 4 |
TWX
Time Warner Inc
TWX
|
$2.65M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.28M |
Top Sells
| 1 |
CFGE
CALAMOS ETF TR FOCUS GROWTH ETF
CFGE
|
$15.1M |
| 2 |
Starbucks
SBUX
|
$1.93M |
| 3 |
Apple
AAPL
|
$1.92M |
| 4 |
CSX Corp
CSX
|
$1.68M |
| 5 |
Aptiv
APTV
|
$1.61M |
Sector Composition
| 1 | Financials | 12.7% |
| 2 | Technology | 10.49% |
| 3 | Healthcare | 10.48% |
| 4 | Communication Services | 8.41% |
| 5 | Industrials | 6.9% |
