CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.7M
3
+$10.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.67M

Top Sells

1
+$2.14M
2
+$1.83M
3
+$1.62M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.36M
5
CPHD
Cepheid Inc
CPHD
+$1.32M

Sector Composition

1 Financials 13.04%
2 Healthcare 10.24%
3 Technology 10.21%
4 Communication Services 7.55%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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