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
$798M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$7.11M
3 +$6.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.61M

Top Sells

1 +$6.46M
2 +$6.01M
3 +$4.8M
4
MRK icon
Merck
MRK
+$4.6M
5
MCHP icon
Microchip Technology
MCHP
+$2.94M

Sector Composition

1 Financials 12.29%
2 Technology 10.95%
3 Healthcare 7.85%
4 Communication Services 7.28%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,214
177
-11,549
178
-6,314
179
-1,665
180
-1,058