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
$291M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.2M
3
+$14.4M
4
WLK icon
Westlake Corp
WLK
+$12.1M
5
ASH icon
Ashland
ASH
+$11.5M

Top Sells

1
+$20M
2
+$18.9M
3
+$11.8M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$10.2M
5
FERG icon
Ferguson
FERG
+$6.76M

Sector Composition

1 Materials 58.18%
2 Consumer Discretionary 15.18%
3 Consumer Staples 12.89%
4 Industrials 11.12%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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27
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28
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29
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-13,766
30
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-28,600
31
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-118,400
32
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-17,676
33
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-22,200
34
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-179,128
35
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-53,280
36
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0
37
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0
38
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-96,503
39
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-3,000
40
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-84,839
41
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-23,700
1
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