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
$193M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.79M
3
+$8.73M
4
KBR icon
KBR
KBR
+$6.34M
5
VRM icon
Vroom Inc
VRM
+$5.72M

Top Sells

1
+$10.2M
2
+$8.9M
3
+$7.74M
4
BERY
Berry Global Group, Inc.
BERY
+$6.85M
5
VVV icon
Valvoline
VVV
+$6.57M

Sector Composition

1 Industrials 31.91%
2 Consumer Discretionary 27.81%
3 Materials 23.49%
4 Technology 13.24%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-97,053
52
– –
-900
53
– –
-94,362
54
– –
-15,313
55
– –
-65,861
56
– –
-6,802
57
– –
-14,300
58
– –
-99,748
59
– –
-21,132
60
– –
-36,576
61
– –
-18,300
62
– –
-157,000
63
– –
-33,700
64
– –
-339,700
65
– –
-146,268
66
– –
-168,357
67
– –
-33,347
68
– –
-162,167
69
– –
-38,133
1 2
3