CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
+22.48%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$801M
AUM Growth
+$801M
(+22%)
Cap. Flow
+$8.11M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
41.07%
Holding
277
New
33
Increased
58
Reduced
90
Closed
12
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.5M |
| 2 |
Workday
WDAY
|
$6.2M |
| 3 |
NextEra Energy, Inc.
NEE
|
$5.92M |
| 4 |
RTX Corp
RTX
|
$5.78M |
| 5 |
Microsoft
MSFT
|
$5.39M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$15.1M |
| 2 |
McDonald's
MCD
|
$7.12M |
| 3 |
NVIDIA
NVDA
|
$6.08M |
| 4 |
Cboe Global Markets
CBOE
|
$5.94M |
| 5 |
Salesforce
CRM
|
$5.24M |
Sector Composition
| 1 | Technology | 20.34% |
| 2 | Healthcare | 9.98% |
| 3 | Financials | 8.05% |
| 4 | Consumer Discretionary | 7.54% |
| 5 | Communication Services | 6.53% |
