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
$664M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$11M
3
+$9.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.66M
5
EW icon
Edwards Lifesciences
EW
+$4.08M

Top Sells

1
+$9.12M
2
+$6.58M
3
+$6.55M
4
ORCL icon
Oracle
ORCL
+$6.5M
5
CMCSA icon
Comcast
CMCSA
+$5.26M

Sector Composition

1 Technology 10.35%
2 Financials 9.7%
3 Healthcare 8.09%
4 Consumer Discretionary 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$623K 0.09%
7,807
-51,756
127
$603K 0.09%
2,411
+9
128
$585K 0.09%
11,531
-795
129
$573K 0.09%
12,818
-764
130
$530K 0.08%
16,478
+1,712
131
$511K 0.08%
10,887
-108,584
132
$496K 0.07%
9,597
-504
133
$483K 0.07%
9,736
-416
134
$481K 0.07%
10,525
-690
135
$476K 0.07%
7,132
-923
136
$470K 0.07%
5,254
137
$464K 0.07%
+5,521
138
$448K 0.07%
+2,380
139
$443K 0.07%
3,793
-31,054
140
$432K 0.07%
7,014
+2,307
141
$422K 0.06%
11,683
-7,737
142
$405K 0.06%
+4,992
143
$400K 0.06%
4,236
-38,863
144
$393K 0.06%
+4,660
145
$388K 0.06%
+8,090
146
$377K 0.06%
5,887
-633
147
$368K 0.06%
5,933
148
$367K 0.06%
+6,216
149
$366K 0.06%
8,925
-76,984
150
$363K 0.05%
2,615
4 5
6
7 8