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
$282M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$8.05M
2 +$5.62M
3 +$5.61M
4
AMZN icon
Amazon
AMZN
+$5.29M
5
EBAY icon
eBay
EBAY
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.19%
2 Consumer Discretionary 10.71%
3 Financials 10.25%
4 Consumer Staples 7.69%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.05M 2.85%
+568,932
2
$5.62M 1.99%
+140,182
3
$5.61M 1.99%
+91,780
4
$5.29M 1.87%
+380,660
5
$4.85M 1.72%
+222,935
6
$4.76M 1.68%
+82,800
7
$4.56M 1.62%
+62,348
8
$4.47M 1.58%
+62,372
9
$4.43M 1.57%
+67,248
10
$3.98M 1.41%
+87,786
11
$3.86M 1.37%
+53,639
12
$3.76M 1.33%
+63,305
13
$3.67M 1.3%
+55,788
14
$3.42M 1.21%
+65,615
15
$3.23M 1.14%
+37,289
16
$3.19M 1.13%
+60,368
17
$3.05M 1.08%
+73,795
18
$3.01M 1.07%
+98,099
19
$2.9M 1.03%
+83,229
20
$2.89M 1.02%
+118,875
21
$2.74M 0.97%
+73,411
22
$2.72M 0.96%
+35,053
23
$2.68M 0.95%
+32,481
24
$2.57M 0.91%
+117,238
25
$2.44M 0.86%
+22,057