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
$1.13B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$4.5M
3
+$3.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.85M
5
SNOW icon
Snowflake
SNOW
+$2.85M

Top Sells

1
+$6.99M
2
+$5.52M
3
+$4.37M
4
TWLO icon
Twilio
TWLO
+$4.31M
5
NVDA icon
NVIDIA
NVDA
+$3.79M

Sector Composition

1 Technology 20.58%
2 Healthcare 10.92%
3 Financials 7.86%
4 Consumer Discretionary 7.45%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.11%
19,538
127
$1.21M 0.11%
594,745
-19,599
128
$1.21M 0.11%
13,506
-426
129
$1.17M 0.1%
3,903
+17
130
$1.16M 0.1%
10,653
-408
131
$1.14M 0.1%
12,520
+86
132
$1.12M 0.1%
+36,747
133
$1.08M 0.1%
7,830
134
$1.05M 0.09%
17,146
-2,305
135
$1.04M 0.09%
65,700
136
$1.02M 0.09%
+14,725
137
$976K 0.09%
7,136
-12,789
138
$965K 0.09%
2,017
139
$964K 0.09%
5,517
-77
140
$924K 0.08%
4,644
141
$904K 0.08%
2,470
-11
142
$902K 0.08%
9,214
-66
143
$839K 0.07%
19,668
-2,303
144
$836K 0.07%
6,579
+1
145
$826K 0.07%
10,863
+81
146
$817K 0.07%
19,412
-215
147
$789K 0.07%
6,600
148
$784K 0.07%
19,985
-498
149
$784K 0.07%
10,072
-301
150
$716K 0.06%
6,798
-87
4 5
6
7 8