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
201
$460K 0.02%
2,085
-45
202
$457K 0.02%
2,650
-25
203
$454K 0.02%
13,270
204
$444K 0.02%
1,866
-691
205
$444K 0.02%
2,041
-131
206
$431K 0.02%
7,067
-4,056
207
$419K 0.02%
1,567
+7
208
$418K 0.02%
15,558
-1,000
209
$417K 0.02%
8,924
+3,526
210
$416K 0.02%
7,003
+2,017
211
$406K 0.02%
2,783
+1
212
$399K 0.02%
4,296
213
$392K 0.02%
6,208
-29
214
$390K 0.02%
+8,963
215
$363K 0.02%
1,372
-42
216
$363K 0.02%
9,581
+2,534
217
$361K 0.02%
12,772
-2,508
218
$350K 0.02%
2,871
+42
219
$342K 0.02%
+11,139
220
$340K 0.02%
2,533
221
$327K 0.02%
+1,822
222
$322K 0.02%
4,717
223
$322K 0.02%
1,887
+443
224
$302K 0.02%
+12,187
225
$301K 0.02%
5,922
+1,034
7 8
9
10 11