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

Top Buys

1
+$10.7M
2
+$9.18M
3
+$7.95M
4
KBR icon
KBR
KBR
+$6.58M
5
VRM icon
Vroom Inc
VRM
+$6.16M

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 1.41%
+32,623
27
$2.62M 1.36%
+78,861
28
$2.51M 1.3%
+10,800
29
$2M 1.04%
253,972
+159,637
30
$1.87M 0.97%
4,861
+1,691
31
$1.62M 0.84%
+22,862
32
$1.58M 0.82%
8,746
+7,546
33
$1.41M 0.73%
32,769
-61,631
34
$1.23M 0.64%
+93,776
35
$1.23M 0.64%
+75,838
36
$1.19M 0.62%
+1,009
37
$1.11M 0.57%
+23,522
38
$977K 0.51%
+46,051
39
$960K 0.5%
+52,220
40
$709K 0.37%
+9,200
41
$583K 0.3%
+5,900
42
$341K 0.18%
+12,905
43
$162K 0.08%
+10,000
44
– –
-65,861
45
– –
-14,300
46
– –
-99,748
47
– –
-21,132
48
– –
-36,576
49
– –
-339,700
50
– –
-146,268
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