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
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$461K 0.02%
3,343
202
$457K 0.02%
2,564
+139
203
$454K 0.02%
6,237
+237
204
$450K 0.02%
+18,257
205
$450K 0.02%
9,216
-7,122
206
$444K 0.02%
4,296
207
$442K 0.02%
16,558
+1,000
208
$439K 0.02%
1,999
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209
$438K 0.02%
+2,130
210
$432K 0.02%
5,000
211
$426K 0.02%
5,627
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212
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2,675
+34
213
$398K 0.02%
2,172
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214
$397K 0.02%
26,783
215
$393K 0.02%
+5,044
216
$383K 0.02%
2,782
217
$371K 0.02%
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218
$369K 0.02%
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219
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220
$348K 0.02%
15,280
+2,354
221
$346K 0.02%
960
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222
$341K 0.02%
+3,166
223
$341K 0.02%
1,414
+13
224
$339K 0.02%
5,681
+327
225
$335K 0.02%
3,976
+198
7 8
9
10 11