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
$266M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$18.8M
3
+$17.9M
4
WLK icon
Westlake Corp
WLK
+$15M
5
AVY icon
Avery Dennison
AVY
+$13.8M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$19M
4
MTH icon
Meritage Homes
MTH
+$17.8M
5
SLVM icon
Sylvamo
SLVM
+$14.7M

Sector Composition

1 Materials 55.82%
2 Consumer Discretionary 14.37%
3 Industrials 13.22%
4 Consumer Staples 13.04%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-260,608
27
– –
-110,640
28
– –
-22,900
29
– –
0
30
– –
0
31
– –
-506,438
32
– –
-193,746
33
– –
-8,700
34
– –
-29,600
35
– –
-768,907
36
– –
-200,844
37
– –
-67,973
1
2