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
$193M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.79M
3
+$8.73M
4
KBR icon
KBR
KBR
+$6.34M
5
VRM icon
Vroom Inc
VRM
+$5.72M

Top Sells

1
+$10.2M
2
+$8.9M
3
+$7.74M
4
BERY
Berry Global Group, Inc.
BERY
+$6.85M
5
VVV icon
Valvoline
VVV
+$6.57M

Sector Composition

1 Industrials 31.91%
2 Consumer Discretionary 27.81%
3 Materials 23.49%
4 Technology 13.24%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.23%
+32,623
27
$2.62M 1.19%
+78,861
28
$2.51M 1.14%
+10,800
29
$2M 0.91%
253,972
+159,637
30
$1.87M 0.85%
4,861
+1,691
31
$1.62M 0.73%
+22,862
32
$1.58M 0.72%
8,746
+7,546
33
$1.41M 0.64%
32,769
-61,631
34
$1.23M 0.56%
+93,776
35
$1.23M 0.56%
+75,838
36
$1.19M 0.54%
+1,009
37
$1.11M 0.5%
+23,522
38
$977K 0.44%
+46,051
39
$960K 0.43%
+52,220
40
$709K 0.32%
+9,200
41
$583K 0.26%
+5,900
42
$341K 0.15%
+12,905
43
$162K 0.07%
+10,000
44
– –
-35,651
45
– –
-124,050
46
– –
-162,167
47
– –
-38,133
48
– –
-238,239
49
– –
-97,053
50
– –
-900
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2
3