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
$136M
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.54M
3
+$7.33M
4
ACM icon
Aecom
ACM
+$6.82M
5
ADI icon
Analog Devices
ADI
+$6.59M

Top Sells

1
+$11M
2
+$10.8M
3
+$9.95M
4
WRK
WestRock Company
WRK
+$9.6M
5
MTZ icon
MasTec
MTZ
+$9.51M

Sector Composition

1 Materials 41.42%
2 Industrials 22.72%
3 Technology 16.22%
4 Consumer Discretionary 10.36%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-148,184
52
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-89,860
53
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-98,316
54
– –
-120,320
55
– –
-60,439
56
– –
-505,305
57
– –
-60,025
58
– –
-113,800
59
– –
-31,485
60
– –
-223,668
61
– –
-35,425
62
– –
-28,000
1 2
3