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
$293M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$17.8M
3
+$17.4M
4
LHX icon
L3Harris
LHX
+$16.4M
5
LW icon
Lamb Weston
LW
+$12.5M

Top Sells

1
+$39.8M
2
+$16.5M
3
+$16M
4
CE icon
Celanese
CE
+$9.33M
5
WFG icon
West Fraser Timber
WFG
+$7.84M

Sector Composition

1 Materials 33.22%
2 Industrials 32.3%
3 Consumer Staples 21.33%
4 Consumer Discretionary 10.94%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.96%
+16,233
27
$2.81M 0.96%
31,826
-47,035
28
$2.7M 0.92%
+12,638
29
$2.24M 0.76%
+9,473
30
$2.2M 0.75%
+10,833
31
$2.12M 0.72%
+60,086
32
$2.12M 0.72%
+56,873
33
$2.06M 0.7%
+63,300
34
$2.02M 0.69%
+38,002
35
$2M 0.68%
+38,700
36
$1.85M 0.63%
+4,746
37
$1.64M 0.56%
+12,622
38
$1.5M 0.51%
+13,299
39
$1.2M 0.41%
+28,783
40
$976K 0.33%
+15,800
41
$953K 0.32%
+8,800
42
$870K 0.3%
+12,086
43
$596K 0.2%
+28,000
44
$550K 0.19%
2,867
-20,233
45
$4.19K ﹤0.01%
24,658
46
– –
-29,790
47
– –
-165,145
48
– –
0
49
– –
-121,248
50
– –
-27,517
1
2
3