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
$664M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$11M
3
+$9.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.66M
5
EW icon
Edwards Lifesciences
EW
+$4.08M

Top Sells

1
+$9.12M
2
+$6.58M
3
+$6.55M
4
ORCL icon
Oracle
ORCL
+$6.5M
5
CMCSA icon
Comcast
CMCSA
+$5.26M

Sector Composition

1 Technology 10.35%
2 Financials 9.7%
3 Healthcare 8.09%
4 Consumer Discretionary 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$362K 0.05%
4,003
-800
152
$357K 0.05%
2,765
-368
153
$336K 0.05%
4,014
-738
154
$329K 0.05%
2,508
155
$311K 0.05%
2,080
+380
156
$306K 0.05%
1
157
$303K 0.05%
2,592
-16,411
158
$296K 0.04%
2,321
-2,545
159
$283K 0.04%
+5,872
160
$271K 0.04%
3,324
-829
161
$265K 0.04%
+4,449
162
$263K 0.04%
9,147
163
$258K 0.04%
1,326
164
$257K 0.04%
18,900
-270,700
165
$254K 0.04%
2,287
-556
166
$247K 0.04%
3,682
167
$245K 0.04%
+4,199
168
$242K 0.04%
+1,620
169
$240K 0.04%
4,868
-58
170
$238K 0.04%
1,773
171
$235K 0.04%
+2,585
172
$232K 0.03%
+4,710
173
$225K 0.03%
4,836
-120
174
$205K 0.03%
+1,466
175
$201K 0.03%
2,032
-718
4 5 6
7
8