CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.62M
3
+$4.24M
4
TM icon
Toyota
TM
+$2.25M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.06M

Top Sells

1
+$8.85M
2
+$6.66M
3
+$4.49M
4
HBAN icon
Huntington Bancshares
HBAN
+$4.26M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Sector Composition

1 Technology 24.74%
2 Consumer Discretionary 9.21%
3 Healthcare 8.63%
4 Financials 6.56%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$361K 0.03%
9,026
-53
202
$359K 0.03%
10,448
-77
203
$348K 0.03%
3,076
+2
204
$343K 0.03%
1,612
-13
205
$341K 0.03%
4,428
+277
206
$341K 0.03%
2,097
207
$336K 0.02%
1,733
-14
208
$336K 0.02%
5,317
209
$332K 0.02%
3,973
210
$331K 0.02%
1,831
-13
211
$327K 0.02%
8,801
+295
212
$326K 0.02%
2,493
213
$324K 0.02%
3,952
-150
214
$323K 0.02%
1,593
215
$319K 0.02%
118
-114
216
$317K 0.02%
5,466
-45
217
$314K 0.02%
1,676
+101
218
$313K 0.02%
780
+10
219
$306K 0.02%
+2,045
220
$305K 0.02%
1,471
-8
221
$304K 0.02%
4,296
222
$304K 0.02%
679
+1
223
$296K 0.02%
5,957
224
$291K 0.02%
1,189
225
$287K 0.02%
+6,343
7 8
9
10 11