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

Top Buys

1
+$12M
2
+$10.4M
3
+$9.77M
4
FTV icon
Fortive
FTV
+$9.21M
5
ADI icon
Analog Devices
ADI
+$8.04M

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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52
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53
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-89,860
54
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55
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-234,982
56
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-220,634
57
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-387,700
58
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-59,549
59
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-409,581
60
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-56,691
61
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-229,376
62
– –
-33,311
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3