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
$849M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.89M
3
+$3.34M
4
LIN icon
Linde
LIN
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$5.41M
2
+$3.36M
3
+$2.89M
4
PM icon
Philip Morris
PM
+$2.84M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M

Sector Composition

1 Technology 14.01%
2 Financials 9.93%
3 Healthcare 8.72%
4 Consumer Discretionary 6.44%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$678K 0.08%
6,304
+500
127
$647K 0.08%
7,054
+1,121
128
$647K 0.08%
+12,625
129
$634K 0.07%
10,379
-131
130
$630K 0.07%
435
+8
131
$619K 0.07%
+3,736
132
$613K 0.07%
4,290
-625
133
$591K 0.07%
20,200
+5,090
134
$554K 0.07%
7,350
135
$553K 0.07%
7,253
-70,951
136
$549K 0.06%
9,963
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137
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376
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138
$539K 0.06%
3,770
139
$531K 0.06%
2,907
-24
140
$523K 0.06%
2,652
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141
$519K 0.06%
3,800
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142
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+11,630
143
$515K 0.06%
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144
$515K 0.06%
12,515
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145
$510K 0.06%
7,841
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146
$508K 0.06%
2,530
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147
$486K 0.06%
7,278
+1,485
148
$486K 0.06%
3,061
149
$484K 0.06%
5,691
-33,357
150
$466K 0.05%
4,309
-335
4 5
6
7 8