CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
+6.52%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$803M
AUM Growth
+$803M
(+0.04%)
Cap. Flow
-$47.1M
Cap. Flow
% of AUM
-5.87%
Top 10 Holdings %
Top 10 Hldgs %
39.25%
Holding
227
New
9
Increased
36
Reduced
101
Closed
4
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$19.6M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$7.51M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$6.25M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.33M |
| 5 |
Philip Morris
PM
|
$5.25M |
Sector Composition
| 1 | Technology | 12.42% |
| 2 | Financials | 11.8% |
| 3 | Healthcare | 7.77% |
| 4 | Communication Services | 7.18% |
| 5 | Consumer Discretionary | 6.51% |
