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
$136M
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.54M
3
+$7.33M
4
ACM icon
Aecom
ACM
+$6.82M
5
ADI icon
Analog Devices
ADI
+$6.59M

Top Sells

1
+$11M
2
+$10.8M
3
+$9.95M
4
WRK
WestRock Company
WRK
+$9.6M
5
MTZ icon
MasTec
MTZ
+$9.51M

Sector Composition

1 Materials 41.42%
2 Industrials 22.72%
3 Technology 16.22%
4 Consumer Discretionary 10.36%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.37%
+194,388
27
$1.8M 1.32%
+12,100
28
$1.56M 1.14%
+42,184
29
$1.51M 1.11%
+44,550
30
$1.33M 0.98%
+24,662
31
$1.17M 0.86%
+61,076
32
$1.04M 0.77%
+61,900
33
$1.04M 0.76%
+46,100
34
$1.02M 0.75%
+3,900
35
$1.02M 0.75%
+334,250
36
$1M 0.73%
+26,246
37
$947K 0.69%
+88,322
38
$814K 0.6%
+2,754
39
$806K 0.59%
+31,904
40
$713K 0.52%
+9,180
41
$660K 0.48%
+7,665
42
$84K 0.06%
+14,602
43
– –
-220,634
44
– –
-234,982
45
– –
-33,311
46
– –
-229,376
47
– –
-56,691
48
– –
-171,373
49
– –
-59,549
50
– –
-387,700
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