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
$192M
AUM Growth
-$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.25M
3
+$6.08M
4
WLK icon
Westlake Corp
WLK
+$5.87M
5
GRA
W.R. Grace & Co.
GRA
+$5.59M

Top Sells

1
+$14.7M
2
+$11.6M
3
+$11.2M
4
PKG icon
Packaging Corp of America
PKG
+$9.79M
5
CSX icon
CSX Corp
CSX
+$7.42M

Sector Composition

1 Industrials 32.85%
2 Consumer Discretionary 25.15%
3 Materials 22.78%
4 Technology 15.79%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.49%
+20,532
27
$2.98M 1.46%
+27,100
28
$2.85M 1.4%
54,071
+21,302
29
$2.66M 1.3%
57,096
-70,245
30
$2.52M 1.24%
17,095
-15,300
31
$2.33M 1.14%
+17,959
32
$2.12M 1.04%
+54,232
33
$2.06M 1.01%
+15,300
34
$2M 0.98%
+14,100
35
$1.97M 0.96%
+135,200
36
$1.96M 0.96%
+8,800
37
$1.9M 0.93%
+56,127
38
$1.78M 0.87%
+25,847
39
$1.78M 0.87%
121,577
-132,395
40
$1.51M 0.74%
+9,200
41
$1.5M 0.74%
76,042
+204
42
$1.34M 0.66%
+5,800
43
$1.27M 0.62%
+23,594
44
$1.25M 0.61%
+17,698
45
$1.25M 0.61%
+9,564
46
$1.21M 0.59%
+15,000
47
$1.03M 0.51%
+2,900
48
$1M 0.49%
5,700
-41,621
49
$998K 0.49%
+11,600
50
$997K 0.49%
10,700
-21,923
1
2
3 4