CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$3.82M
3
+$3.32M
4
LIN icon
Linde
LIN
+$1.97M
5
LHX icon
L3Harris
LHX
+$1.54M

Top Sells

1
+$5.11M
2
+$3.04M
3
+$2.89M
4
PM icon
Philip Morris
PM
+$2.75M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M

Sector Composition

1 Technology 14.01%
2 Financials 9.93%
3 Healthcare 8.72%
4 Consumer Discretionary 6.44%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.05%
3,780
152
$420K 0.05%
3,276
153
$417K 0.05%
4,798
+281
154
$408K 0.05%
7,615
-13,589
155
$404K 0.05%
2,080
156
$404K 0.05%
2,508
157
$381K 0.04%
2,445
-92
158
$372K 0.04%
6,917
-205
159
$372K 0.04%
3,501
-41
160
$356K 0.04%
3,783
+220
161
$355K 0.04%
2,172
-1
162
$325K 0.04%
3,448
-238
163
$311K 0.04%
1,031
+21
164
$307K 0.04%
9,147
165
$299K 0.04%
4,710
166
$276K 0.03%
+2,301
167
$269K 0.03%
5,952
168
$267K 0.03%
+1,260
169
$266K 0.03%
4,941
170
$253K 0.03%
+4,287
171
$250K 0.03%
2,035
172
$250K 0.03%
+12,739
173
$247K 0.03%
760
174
$243K 0.03%
1,162
-115
175
$238K 0.03%
2,083
-79
4 5 6
7
8