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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.01M
3
+$2.8M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.33M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1
+$4.69M
2
+$3.43M
3
+$3M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2M
5
BKNG icon
Booking.com
BKNG
+$1.81M

Sector Composition

1 Financials 13.09%
2 Technology 10.94%
3 Healthcare 10.4%
4 Communication Services 8.5%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.05%
8,520
177
$225K 0.04%
+2,015
178
$223K 0.04%
+2,181
179
$207K 0.04%
2,735
180
$115K 0.02%
16,384
+516
181
$92K 0.02%
1,092
182
– –
-19,082
183
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-1,326
184
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-486
185
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-35,500
186
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-19,271
187
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-2,169
188
– –
-13,910
189
– –
-26,798
190
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-13,610
191
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-4,319
192
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-42,535
193
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-8,789
194
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-73,974
195
– –
-22,220
196
– –
-6,341
197
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-1,378
198
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-15,755
199
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200
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-24,481
5 6 7
8
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