CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.17M 0.05%
5,415
-3,406
152
$1.16M 0.05%
2,986
+439
153
$1.15M 0.05%
4,312
+2,940
154
$1.15M 0.05%
8,476
-90
155
$1.15M 0.05%
18,151
+51
156
$1.14M 0.05%
45,713
157
$1.14M 0.05%
14,410
-3,630
158
$1.13M 0.05%
21,406
159
$1.12M 0.05%
15,855
+276
160
$1.04M 0.04%
41,599
+10,209
161
$1.04M 0.04%
15,241
-10,834
162
$1.02M 0.04%
+27,957
163
$1.02M 0.04%
9,300
164
$1.02M 0.04%
7,497
+1,321
165
$1M 0.04%
5,182
166
$987K 0.04%
11,908
167
$925K 0.04%
+1,163
168
$914K 0.04%
34,929
+118
169
$909K 0.04%
5,472
+814
170
$908K 0.04%
3,899
+22
171
$902K 0.04%
3,170
172
$894K 0.04%
3,491
+741
173
$893K 0.04%
34,254
174
$885K 0.04%
7,555
-58,996
175
$881K 0.04%
4,982
-166
5 6
7
8 9