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
$232M
AUM Growth
-$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$23M
3
+$19.6M
4
SWK icon
Stanley Black & Decker
SWK
+$15.3M
5
PPG icon
PPG Industries
PPG
+$10.9M

Top Sells

1
+$21.5M
2
+$17.2M
3
+$16.4M
4
BERY
Berry Global Group, Inc.
BERY
+$16.3M
5
IP icon
International Paper
IP
+$15.6M

Sector Composition

1 Materials 47.24%
2 Consumer Discretionary 24.74%
3 Industrials 24.29%
4 Healthcare 2.86%
5 Consumer Staples 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-290,923
52
– –
-3,750
53
– –
-14,000
54
– –
-46,273
55
– –
-157,074
1 2
3