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
$422M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$17.2M
3
+$15M
4
TH icon
Target Hospitality
TH
+$11.9M
5
PKG icon
Packaging Corp of America
PKG
+$10.1M

Top Sells

1
+$38.6M
2
+$13.2M
3
+$8.46M
4
PCAR icon
PACCAR
PCAR
+$8.31M
5
FMC icon
FMC
FMC
+$7M

Sector Composition

1 Industrials 42.52%
2 Materials 25.77%
3 Consumer Discretionary 14.72%
4 Energy 13.73%
5 Technology 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.1K 0.01%
11,374
-454,208
27
– –
-67,418
28
– –
-12,399
29
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0
30
– –
-232,730
31
– –
-5,700
32
– –
-144,059
33
– –
-136,391
34
– –
-49,000
35
– –
-87,500
36
– –
0
37
– –
-120,707
38
– –
-16,739
39
– –
-67,320
40
– –
-79,923
41
– –
-6,331
42
– –
-1,131,506
43
– –
-40,000
44
– –
-194,623
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