CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.62M
3
+$4.24M
4
TM icon
Toyota
TM
+$2.25M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.06M

Top Sells

1
+$8.85M
2
+$6.66M
3
+$4.49M
4
HBAN icon
Huntington Bancshares
HBAN
+$4.26M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Sector Composition

1 Technology 24.74%
2 Consumer Discretionary 9.21%
3 Healthcare 8.63%
4 Financials 6.56%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.09%
5,269
+5
127
$1.17M 0.09%
3,389
-39
128
$1.13M 0.08%
15,811
-253
129
$1.13M 0.08%
6,125
130
$1.11M 0.08%
75,380
131
$1.11M 0.08%
9,214
132
$1.1M 0.08%
113,930
+3,688
133
$1.07M 0.08%
12,111
-114
134
$1.04M 0.08%
9,552
-787
135
$1.02M 0.07%
144,350
-91,748
136
$973K 0.07%
11,537
+1,465
137
$969K 0.07%
13,857
+6,526
138
$953K 0.07%
18,100
139
$951K 0.07%
7,000
140
$932K 0.07%
5,684
+15
141
$932K 0.07%
18,005
+282
142
$891K 0.07%
+17,009
143
$885K 0.06%
9,069
+2,880
144
$880K 0.06%
12,620
-137
145
$863K 0.06%
10,110
+121
146
$851K 0.06%
1,867
-18
147
$850K 0.06%
6,600
148
$839K 0.06%
29,828
-15,510
149
$837K 0.06%
4,259
-3
150
$820K 0.06%
15,675
+675
4 5
6
7 8