CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$576K 0.02%
10,100
+4,178
202
$572K 0.02%
+8,587
203
$571K 0.02%
9,691
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204
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5,459
-4,723
205
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4,212
206
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3,046
+264
207
$551K 0.02%
21,642
208
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20,793
+12,074
209
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210
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+6,766
211
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212
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767
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213
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214
$522K 0.02%
1,191
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215
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216
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217
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218
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219
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8,310
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220
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1,223
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221
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3,308
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222
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223
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18,613
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224
$488K 0.02%
7,067
-15,697
225
$487K 0.02%
2,652
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