Long-term investor
Calamos Wealth Management LLC @calamoswealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001455258).
Record
- Tracked since 2025-06-30 (441 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.1% · long · since 2025-06-30
- NVDA · 5.8% · long · since 2025-06-30
- IVV · 5.8% · long · since 2025-06-30
- IVW · 4.8% · long · since 2025-06-30
- IVE · 4.2% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- GOOGL · 3.1% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- ACWX · 2.4% · long · since 2025-06-30
- IWV · 2.1% · long · since 2025-06-30
- UITB · 1.9% · long · since 2025-09-30
- AVGO · 1.8% · long · since 2025-06-30