CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
-11.85%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$664M
AUM Growth
+$664M
(-17%)
Cap. Flow
-$34.2M
Cap. Flow
% of AUM
-5.15%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
253
New
29
Increased
34
Reduced
103
Closed
12
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$16.5M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$11M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$9.38M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.66M |
| 5 |
Edwards Lifesciences
EW
|
$4.08M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$9.12M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.58M |
| 3 |
Exxon Mobil
XOM
|
$6.55M |
| 4 |
Oracle
ORCL
|
$6.5M |
| 5 |
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% |
