CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
-3.78%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$2B
AUM Growth
+$6.32M
(+0.32%)
Cap. Flow
+$83.3M
Cap. Flow
% of AUM
4.16%
Top 10 Holdings %
Top 10 Hldgs %
44.93%
Holding
367
New
31
Increased
136
Reduced
71
Closed
29
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$12.2M |
| 2 |
Stryker
SYK
|
$12.1M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$12M |
| 4 |
Apple
AAPL
|
$11.4M |
| 5 |
Meta Platforms (Facebook)
META
|
$10.8M |
Top Sells
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
$11.1M |
| 2 |
DraftKings
DKNG
|
$9.28M |
| 3 |
Netflix
NFLX
|
$6.44M |
| 4 |
Datadog
DDOG
|
$6.33M |
| 5 |
Boston Scientific
BSX
|
$5.7M |
Sector Composition
| 1 | Technology | 22.75% |
| 2 | Consumer Discretionary | 8.09% |
| 3 | Financials | 7.91% |
| 4 | Healthcare | 6.68% |
| 5 | Communication Services | 6.21% |
