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
$2B
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.1M
3
+$12M
4
AAPL icon
Apple
AAPL
+$11.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.8M

Top Sells

1
+$11.1M
2
+$9.28M
3
+$6.44M
4
DDOG icon
Datadog
DDOG
+$6.33M
5
BSX icon
Boston Scientific
BSX
+$5.7M

Sector Composition

1 Technology 22.75%
2 Consumer Discretionary 8.09%
3 Financials 7.91%
4 Healthcare 6.68%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$679K 0.03%
4,658
+473
177
$676K 0.03%
3,487
-129
178
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4,141
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179
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180
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140
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181
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5,182
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182
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+25,505
183
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1,564
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184
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19,332
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185
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186
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4,171
187
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21,642
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188
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21,414
-3,274
189
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+4,212
190
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3,170
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191
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192
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193
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194
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195
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196
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2,782
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197
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198
$468K 0.02%
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199
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3,046
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200
$464K 0.02%
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