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
$309M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$25.9M
3
+$15.9M
4
NSC icon
Norfolk Southern
NSC
+$13.8M
5
PCT icon
PureCycle Technologies
PCT
+$10.8M

Top Sells

1
+$18.3M
2
+$16.1M
3
+$15.3M
4
AVY icon
Avery Dennison
AVY
+$12.6M
5
SLVM icon
Sylvamo
SLVM
+$12.3M

Sector Composition

1 Industrials 45.13%
2 Materials 30.62%
3 Consumer Staples 16.6%
4 Energy 4.15%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.95%
51,900
+36,100
27
$2.27M 0.74%
66,122
+1,622
28
$2.01M 0.65%
20,700
-53,273
29
$1.99M 0.64%
+144,900
30
$1.92M 0.62%
+4,800
31
$1.64M 0.53%
15,085
-152,478
32
$1.62M 0.52%
+76,140
33
$1.53M 0.5%
31,136
-263,290
34
$1.22M 0.4%
+19,455
35
$1.97K ﹤0.01%
24,658
36
– –
-126,118
37
– –
-31,826
38
– –
-52,600
39
– –
-13,299
40
– –
-246,595
41
– –
-9,473
42
– –
-63,300
43
– –
-10,833
44
– –
0
45
– –
-4,746
46
– –
-1,092,396
47
– –
-28,000
48
– –
-12,086
49
– –
-191,216
50
– –
-28,783
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