CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+10.12%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$1.37B
AUM Growth
+$131M
(+11%)
Cap. Flow
+$7.63M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
38.41%
Holding
346
New
33
Increased
122
Reduced
80
Closed
20
Top Buys
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$12M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.02M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$4.17M |
| 4 |
NVIDIA
NVDA
|
$3.57M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.5M |
Top Sells
| 1 |
PayPal
PYPL
|
$5.93M |
| 2 |
VG
Vonage Holdings Corporation
VG
|
$4.25M |
| 3 |
ServiceNow
NOW
|
$3.14M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.1M |
| 5 |
Cemex
CX
|
$1.37M |
Sector Composition
| 1 | Technology | 24.94% |
| 2 | Consumer Discretionary | 10.21% |
| 3 | Financials | 9.25% |
| 4 | Healthcare | 8.82% |
| 5 | Communication Services | 6.49% |
