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
$1.37B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.02M
3
+$4.17M
4
NVDA icon
NVIDIA
NVDA
+$3.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.5M

Top Sells

1
+$5.93M
2
+$4.25M
3
+$3.14M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.1M
5
CX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$555K 0.04%
+1,575
202
$544K 0.04%
2,377
+27
203
$541K 0.04%
2,368
+63
204
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10,312
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205
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8,843
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206
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5,386
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207
$501K 0.04%
2,741
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208
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1,458
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209
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211
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17,000
+7,000
212
$475K 0.03%
+3,409
213
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2,260
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214
$467K 0.03%
2,283
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215
$436K 0.03%
7,219
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216
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217
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22,945
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218
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4,426
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219
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462
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220
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1,010
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221
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7,070
222
$404K 0.03%
466
223
$403K 0.03%
1,257
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224
$400K 0.03%
2,117
+82
225
$398K 0.03%
2,149
-195
7 8
9
10 11