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
$236M
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$18.1M
3
+$16.3M
4
ASH icon
Ashland
ASH
+$14M
5
LPX icon
Louisiana-Pacific
LPX
+$13M

Top Sells

1
+$14.5M
2
+$8.87M
3
+$8.28M
4
CCK icon
Crown Holdings
CCK
+$8.09M
5
WFG icon
West Fraser Timber
WFG
+$6.47M

Sector Composition

1 Materials 54.18%
2 Industrials 23.94%
3 Consumer Discretionary 10.56%
4 Consumer Staples 7.66%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.84%
+35,400
27
$1.76M 0.75%
+12,300
28
$920K 0.39%
4,657
29
$681K 0.29%
68,975
-5,000
30
$671K 0.28%
50,526
-28,002
31
$595K 0.25%
60,832
-8,000
32
$453K 0.19%
46,273
33
$385K 0.16%
100,000
34
$189K 0.08%
19,081
35
$137K 0.06%
14,000
-1,000
36
$116K 0.05%
24,658
37
$112K 0.05%
11,208
-400
38
$61K 0.03%
13,766
39
$41K 0.02%
9,254
40
$16K 0.01%
3,750
41
$1K ﹤0.01%
277
42
– –
-82,400
43
– –
-31,468
44
– –
-18,703
45
– –
-43,800
46
– –
-503
47
– –
-50,799
48
– –
-17,900
49
– –
-113,539
50
– –
-68,933
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