CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+10.27%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$1.77B
AUM Growth
+$183M
(+12%)
Cap. Flow
+$24.2M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
43.35%
Holding
341
New
18
Increased
81
Reduced
94
Closed
17
Top Buys
| 1 |
Marathon Digital Holdings
MARA
|
$22.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$20.5M |
| 3 |
Thermo Fisher Scientific
TMO
|
$10.6M |
| 4 |
Starbucks
SBUX
|
$10.5M |
| 5 |
Sherwin-Williams
SHW
|
$9.63M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$11.6M |
| 2 |
Honeywell
HON
|
$10.9M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$10.1M |
| 4 |
Danaher
DHR
|
$9.32M |
| 5 |
Advanced Micro Devices
AMD
|
$7.82M |
Sector Composition
| 1 | Technology | 23.46% |
| 2 | Healthcare | 8.33% |
| 3 | Consumer Discretionary | 7.75% |
| 4 | Financials | 7.5% |
| 5 | Communication Services | 5.82% |
