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
$163M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.6M
3
+$8.11M
4
LOW icon
Lowe's Companies
LOW
+$7.86M
5
EMR icon
Emerson Electric
EMR
+$7.74M

Top Sells

1
+$7.72M
2
+$7.54M
3
+$6.59M
4
PWR icon
Quanta Services
PWR
+$6.37M
5
SHW icon
Sherwin-Williams
SHW
+$6.03M

Sector Composition

1 Industrials 32.41%
2 Consumer Discretionary 30.1%
3 Materials 21.26%
4 Technology 16%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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