CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+0.76%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$338M
AUM Growth
+$11.6M
(+3.6%)
Cap. Flow
-$66.4M
Cap. Flow
% of AUM
-19.66%
Top 10 Holdings %
Top 10 Hldgs %
17.2%
Holding
242
New
28
Increased
87
Reduced
36
Closed
28
Top Buys
| 1 |
Zions Bancorporation
ZION
|
$2.32M |
| 2 |
Boeing
BA
|
$2.29M |
| 3 |
Deckers Outdoor
DECK
|
$2.14M |
| 4 |
Nike
NKE
|
$1.96M |
| 5 |
VMW
VMware, Inc
VMW
|
$1.9M |
Top Sells
| 1 |
LO
LORILLARD INC COM STK
LO
|
$3.47M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.48M |
| 3 |
TUP
Tupperware Brands Corporation
TUP
|
$2.16M |
| 4 |
Wynn Resorts
WYNN
|
$1.9M |
| 5 |
Home Depot
HD
|
$1.49M |
Sector Composition
| 1 | Financials | 12.88% |
| 2 | Consumer Discretionary | 12.56% |
| 3 | Technology | 9.89% |
| 4 | Industrials | 9.6% |
| 5 | Healthcare | 8.23% |
