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
$211M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$20.7M
3
+$20.5M
4
CC icon
Chemours
CC
+$15.4M
5
CBT icon
Cabot Corp
CBT
+$8.78M

Top Sells

1
+$25M
2
+$20.1M
3
+$15.5M
4
KBH icon
KB Home
KBH
+$11.6M
5
AVY icon
Avery Dennison
AVY
+$10.6M

Sector Composition

1 Materials 63.68%
2 Consumer Discretionary 24.62%
3 Industrials 6.14%
4 Consumer Staples 3.25%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-303,129
27
– –
-61,100
28
– –
-20,900
29
– –
-134,800
30
– –
-408,470
31
– –
-87,102
32
– –
0
33
– –
-115,975
34
– –
-22,300
35
– –
-14,677
36
– –
-99,000
37
– –
-86,425
38
– –
-22,400
39
– –
-37,454
1
2