CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$664M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$11M
3
+$9.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.66M
5
EW icon
Edwards Lifesciences
EW
+$4.08M

Top Sells

1
+$9.12M
2
+$6.58M
3
+$6.55M
4
ORCL icon
Oracle
ORCL
+$6.5M
5
CMCSA icon
Comcast
CMCSA
+$5.26M

Sector Composition

1 Technology 10.35%
2 Financials 9.7%
3 Healthcare 8.09%
4 Consumer Discretionary 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$200K 0.03%
6,305
-1,130
177
$200K 0.03%
5,952
178
$69K 0.01%
+1,563
179
– –
-9,178
180
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-81,033
181
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-9,359
182
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-2,472
183
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-2,112
184
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-3,912
185
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-2,039
186
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-1,845
187
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-18,412
188
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-126,151
189
– –
-11,244
190
– –
-5,805
4 5 6 7
8