CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+8.69%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$849M
AUM Growth
+$101M
(+13%)
Cap. Flow
+$7.21M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
251
New
16
Increased
87
Reduced
66
Closed
9
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$26.8M |
| 2 |
CSX Corp
CSX
|
$3.89M |
| 3 |
Constellation Brands
STZ
|
$3.34M |
| 4 |
Linde
LIN
|
$2.08M |
| 5 |
Apple
AAPL
|
$1.74M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$5.41M |
| 2 |
ConocoPhillips
COP
|
$3.36M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
$2.89M |
| 4 |
Philip Morris
PM
|
$2.84M |
| 5 |
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% |
