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
$192M
AUM Growth
-$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.25M
3
+$6.08M
4
WLK icon
Westlake Corp
WLK
+$5.87M
5
GRA
W.R. Grace & Co.
GRA
+$5.59M

Top Sells

1
+$14.7M
2
+$11.6M
3
+$11.2M
4
PKG icon
Packaging Corp of America
PKG
+$9.79M
5
CSX icon
CSX Corp
CSX
+$7.42M

Sector Composition

1 Industrials 32.85%
2 Consumer Discretionary 25.15%
3 Materials 22.78%
4 Technology 15.79%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$995K 0.49%
+4,600
52
$989K 0.48%
+24,600
53
$964K 0.47%
+22,300
54
$809K 0.4%
+15,488
55
$678K 0.33%
1,428
-3,433
56
$582K 0.29%
+2,500
57
$110K 0.05%
+10,000
58
– –
-89,766
59
– –
-23,522
60
– –
-22,862
61
– –
-12,905
62
– –
-1,009
63
– –
-93,776
64
– –
-153,700
65
– –
-145,800
66
– –
-286,800
67
– –
-440,765
68
– –
-5,900
69
– –
-46,051
70
– –
-66,298
71
– –
-52,220
72
– –
-104,142
73
– –
-95,175
74
– –
-94,165
75
– –
-14,447
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3
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