AWAM

Appian Way Asset Management Portfolio holdings

AUM $460M
1-Year Est. Return 1.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.95%
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
+$12.8M
2
+$10.5M
3
+$7.72M
4
EMR icon
Emerson Electric
EMR
+$7.09M
5
LOW icon
Lowe's Companies
LOW
+$6.65M

Top Sells

1
+$7.72M
2
+$7.54M
3
+$6.59M
4
SHW icon
Sherwin-Williams
SHW
+$6.03M
5
CE icon
Celanese
CE
+$5.9M

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 1.24%
+18,300
27
$1.67M 1.02%
+15,313
28
$1.65M 1.01%
32,900
-69,455
29
$1.61M 0.99%
+47,140
30
$1.48M 0.9%
+94,362
31
$1.42M 0.87%
25,619
-18,931
32
$1.39M 0.85%
+36,576
33
$1.3M 0.8%
+27,400
34
$1.05M 0.64%
+37,684
35
$1.05M 0.64%
+33,700
36
$1.04M 0.63%
3,170
+416
37
$1M 0.62%
+124,050
38
$895K 0.55%
+146,268
39
$879K 0.54%
+33,347
40
$692K 0.42%
+6,802
41
$681K 0.42%
94,335
-421,804
42
$243K 0.15%
38,133
-296,117
43
$179K 0.11%
+1,200
44
$129K 0.08%
+900
45
– –
-80,341
46
– –
-141,240
47
– –
-194,388
48
– –
-24,662
49
– –
-42,184
50
– –
-62,611
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