AWAM

Appian Way Asset Management Portfolio holdings

AUM $460M
1-Year Est. Return 0.62%
This Quarter Est. Return
1 Year Est. Return
+0.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.6M
3
+$8.11M
4
LOW icon
Lowe's Companies
LOW
+$7.86M
5
EMR icon
Emerson Electric
EMR
+$7.74M

Top Sells

1
+$7.72M
2
+$7.54M
3
+$6.59M
4
PWR icon
Quanta Services
PWR
+$6.37M
5
SHW icon
Sherwin-Williams
SHW
+$6.03M

Sector Composition

1 Industrials 32.41%
2 Consumer Discretionary 30.1%
3 Materials 21.26%
4 Technology 16%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.98%
+18,300
27
$1.67M 0.81%
+15,313
28
$1.65M 0.8%
32,900
-69,455
29
$1.61M 0.78%
+47,140
30
$1.48M 0.71%
+94,362
31
$1.42M 0.69%
25,619
-18,931
32
$1.39M 0.67%
+36,576
33
$1.3M 0.63%
+27,400
34
$1.05M 0.51%
+37,684
35
$1.05M 0.51%
+33,700
36
$1.04M 0.5%
3,170
+416
37
$1M 0.49%
+124,050
38
$895K 0.43%
+146,268
39
$879K 0.43%
+33,347
40
$692K 0.34%
+6,802
41
$681K 0.33%
94,335
-421,804
42
$243K 0.12%
38,133
-296,117
43
$179K 0.09%
+1,200
44
$129K 0.06%
+900
45
– –
-61,076
46
– –
-18,943
47
– –
-26,246
48
– –
-88,322
49
– –
-31,904
50
– –
-14,602
1
2
3