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
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$10.9M
3
+$10.5M
4
CCK icon
Crown Holdings
CCK
+$10M
5
LYB icon
LyondellBasell Industries
LYB
+$8.96M

Top Sells

1
+$11.2M
2
+$7.7M
3
+$6.25M
4
MTZ icon
MasTec
MTZ
+$6.08M
5
MAS icon
Masco
MAS
+$5.65M

Sector Composition

1 Consumer Discretionary 32.44%
2 Industrials 31.46%
3 Materials 29.15%
4 Technology 3.98%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.37%
+56,879
27
$2.5M 1.28%
40,896
-16,200
28
$1.72M 0.88%
+169,893
29
$1.67M 0.85%
26,069
-35,108
30
$1.55M 0.79%
+156,064
31
$1.48M 0.76%
41,406
-14,721
32
$954K 0.49%
5,884
+184
33
$744K 0.38%
+73,975
34
$688K 0.35%
+68,832
35
$501K 0.26%
+50,000
36
$200K 0.1%
+20,000
37
$198K 0.1%
+20,000
38
$198K 0.1%
+20,000
39
$150K 0.08%
+15,000
40
$111K 0.06%
+212
41
$106K 0.05%
10,000
42
$8K ﹤0.01%
+831
43
– –
-9,564
44
– –
-145,205
45
– –
-5,800
46
– –
-20,532
47
– –
-129,007
48
– –
-4,600
49
– –
-130,236
50
– –
-76,042
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