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
$305M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$25.2M
3
+$23.5M
4
CSX icon
CSX Corp
CSX
+$20.7M
5
DY icon
Dycom Industries
DY
+$12.9M

Top Sells

1
+$36.1M
2
+$30.7M
3
+$15.5M
4
APD icon
Air Products & Chemicals
APD
+$12.9M
5
OC icon
Owens Corning
OC
+$12.1M

Sector Composition

1 Industrials 45.24%
2 Materials 31.79%
3 Consumer Discretionary 11.88%
4 Consumer Staples 8.01%
5 Technology 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.32%
+14,114
27
$1.08M 0.28%
+10,400
28
$1.06M 0.28%
+5,900
29
$575K 0.15%
+17,892
30
$740 ﹤0.01%
24,658
31
– –
-144,900
32
– –
-40,600
33
– –
-42,100
34
– –
-31,136
35
– –
0
36
– –
-185,134
37
– –
-47,200
38
– –
-100,166
39
– –
-4,800
40
– –
-20,700
41
– –
-245,300
42
– –
-91,371
43
– –
-512,800
44
– –
-14,500
45
– –
-15,085
46
– –
-532,300
47
– –
0
48
– –
-143,600
49
– –
-86,336
50
– –
-430,968
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