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
$338M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.29M
3
+$2.13M
4
NKE icon
Nike
NKE
+$1.96M
5
VMW
VMware, Inc
VMW
+$1.9M

Top Sells

1
+$3.47M
2
+$2.48M
3
+$2.16M
4
WYNN icon
Wynn Resorts
WYNN
+$1.9M
5
HD icon
Home Depot
HD
+$1.49M

Sector Composition

1 Financials 12.88%
2 Consumer Discretionary 12.56%
3 Technology 9.89%
4 Industrials 9.6%
5 Healthcare 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-23,320
177
– –
-5,923
178
– –
-9,964
179
– –
-16,506
4 5 6 7
8