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
$2B
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.1M
3
+$12M
4
AAPL icon
Apple
AAPL
+$11.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.8M

Top Sells

1
+$11.1M
2
+$9.28M
3
+$6.44M
4
DDOG icon
Datadog
DDOG
+$6.33M
5
BSX icon
Boston Scientific
BSX
+$5.7M

Sector Composition

1 Technology 22.75%
2 Consumer Discretionary 8.09%
3 Financials 7.91%
4 Healthcare 6.68%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.06%
+54,435
127
$1.27M 0.06%
16,401
-75
128
$1.25M 0.06%
4,085
+947
129
$1.22M 0.06%
+6,000
130
$1.22M 0.06%
1,795
+20
131
$1.22M 0.06%
9,187
+469
132
$1.2M 0.06%
48,480
133
$1.16M 0.06%
6,147
+1,309
134
$1.14M 0.06%
110,242
135
$1.14M 0.06%
8,566
-74
136
$1.13M 0.06%
13,310
-114
137
$1.12M 0.06%
+45,713
138
$1.12M 0.06%
21,406
-967
139
$1.12M 0.06%
15,579
-187
140
$1.1M 0.05%
6,556
+322
141
$1.09M 0.05%
11,032
+237
142
$1.07M 0.05%
10,182
+2,985
143
$1.03M 0.05%
18,100
-157
144
$1.02M 0.05%
9,864
+4,832
145
$1M 0.05%
+30,176
146
$1M 0.05%
21,413
+6,408
147
$985K 0.05%
11,908
148
$982K 0.05%
3,949
+1,950
149
$959K 0.05%
37,801
150
$944K 0.05%
1,538
+115
4 5
6
7 8