CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+1.98%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$802M
AUM Growth
+$4.35M
(+0.54%)
Cap. Flow
-$38.4M
Cap. Flow
% of AUM
-4.78%
Top 10 Holdings %
Top 10 Hldgs %
37.82%
Holding
230
New
9
Increased
33
Reduced
105
Closed
13
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.59M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$5.85M |
| 3 |
Apple
AAPL
|
$5M |
| 4 |
Mohawk Industries
MHK
|
$3.4M |
| 5 |
Air Products & Chemicals
APD
|
$3.01M |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$11.2M |
| 2 |
AGN
Allergan plc
AGN
|
$5.46M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$4.37M |
| 4 |
Crown Castle
CCI
|
$3.52M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.76M |
Sector Composition
| 1 | Financials | 11.77% |
| 2 | Technology | 11.58% |
| 3 | Healthcare | 7.46% |
| 4 | Communication Services | 7.4% |
| 5 | Consumer Discretionary | 6.49% |
