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
$247M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$11.5M
4
CBT icon
Cabot Corp
CBT
+$10.6M
5
SLVM icon
Sylvamo
SLVM
+$10.5M

Top Sells

1
+$29.4M
2
+$14.7M
3
+$14.4M
4
ESI icon
Element Solutions
ESI
+$12.4M
5
ASH icon
Ashland
ASH
+$11.5M

Sector Composition

1 Materials 49.06%
2 Consumer Staples 18.57%
3 Consumer Discretionary 18.3%
4 Industrials 11.97%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-159,100
27
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-170,300
28
– –
0
29
– –
0
30
– –
-234,000
31
– –
-111,912
32
– –
-182,260
33
– –
-51,264
34
– –
-285,494
35
– –
-11,208
36
– –
-100,000
1
2