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

Top Buys

1
+$45.1M
2
+$28.5M
3
+$18.5M
4
NSC icon
Norfolk Southern
NSC
+$15.5M
5
PCT icon
PureCycle Technologies
PCT
+$9.95M

Top Sells

1
+$18.3M
2
+$16.5M
3
+$16.1M
4
SLVM icon
Sylvamo
SLVM
+$12.9M
5
AVY icon
Avery Dennison
AVY
+$12.6M

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 0.61%
51,900
+36,100
27
$2.27M 0.48%
66,122
+1,622
28
$2.01M 0.42%
20,700
-53,273
29
$1.99M 0.42%
+144,900
30
$1.92M 0.4%
+4,800
31
$1.64M 0.34%
15,085
-152,478
32
$1.62M 0.34%
+76,140
33
$1.53M 0.32%
31,136
-263,290
34
$1.22M 0.26%
+19,455
35
$1.97K ﹤0.01%
24,658
36
– –
-126,118
37
– –
-40,922
38
– –
0
39
– –
-232,433
40
– –
-135,400
41
– –
-38,700
42
– –
-12,638
43
– –
-93,305
44
– –
-31,826
45
– –
-52,600
46
– –
-13,299
47
– –
0
48
– –
-21,232
49
– –
-123,366
50
– –
-28,783
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