AWAM

Appian Way Asset Management Portfolio holdings

AUM $398M
1-Year Est. Return 11.53%
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.2M
3
+$17.6M
4
CC icon
Chemours
CC
+$15.4M
5
GXO icon
GXO Logistics
GXO
+$6.25M

Top Sells

1
+$47.9M
2
+$39.4M
3
+$24.3M
4
GLNG icon
Golar LNG
GLNG
+$12.9M
5
PKG icon
Packaging Corp of America
PKG
+$10.1M

Sector Composition

1 Industrials 42.8%
2 Materials 27.48%
3 Consumer Discretionary 14.2%
4 Energy 12.54%
5 Technology 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$69.9B
– –
0
MOS icon
27
The Mosaic Company
MOS
$9.31B
– –
0
NXE icon
28
NexGen Energy
NXE
$5.23B
– –
-11,374
PKG icon
29
Packaging Corp of America
PKG
$18.3B
– –
-50,880
PSN icon
30
Parsons
PSN
$8.84B
– –
-153,688
WFG icon
31
West Fraser Timber
WFG
$5.27B
– –
-15,131
WLK icon
32
Westlake Corp
WLK
$9.65B
– –
-7,165
WWD icon
33
Woodward
WWD
$14.8B
– –
-8,044
GEV icon
34
GE Vernova
GEV
$163B
– –
-4,000
BA icon
35
Boeing
BA
$161B
– –
-36,666
CF icon
36
CF Industries
CF
$13.5B
– –
0
1
2