Calamos Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Calamos Wealth Management LLC | Institutional Filer | ▲ 0.16% | $2.91B | 539 |
Current Portfolio Holdings
Showing all 539 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 820K | $208.0M | 7.16% |
| 2 | NVDA | NVIDIA Corporation | Technology | 976K | $170.3M | 5.86% |
| 3 | IVV | ISHARES TR | — | 259K | $169.1M | 5.82% |
| 4 | IVW | ISHARES TR | — | 1.1M | $127.4M | 4.38% |
| 5 | IVE | ISHARES TR | — | 596K | $125.9M | 4.33% |
| 6 | MSFT | Microsoft Corporation | Technology | 292K | $108.2M | 3.72% |
| 7 | GOOGL | Alphabet Inc. | Technology | 356K | $102.5M | 3.53% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 383K | $79.7M | 2.74% |
| 9 | ACWX | ISHARES TR | — | 1.0M | $70.8M | 2.44% |
| 10 | AVGO | Broadcom Inc. | Technology | 195K | $60.5M | 2.08% |
| 11 | UITB | VICTORY PORTFOLIOS II | — | 1.3M | $59.9M | 2.06% |
| 12 | IWV | ISHARES TR | — | 154K | $57.1M | 1.96% |
| 13 | META | Meta Platforms, Inc. | Technology | 93K | $54.1M | 1.86% |
| 14 | CAIE | CALAMOS ETF TR | — | 1.6M | $41.0M | 1.41% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 61K | $40.0M | 1.38% |
Showing 1 to 15 of 539 holdings