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
$293M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$17.7M
3
+$16.5M
4
LHX icon
L3Harris
LHX
+$15.5M
5
LW icon
Lamb Weston
LW
+$11.4M

Top Sells

1
+$40.7M
2
+$16.4M
3
+$15M
4
CE icon
Celanese
CE
+$9.33M
5
SAIA icon
Saia
SAIA
+$7.35M

Sector Composition

1 Materials 33.22%
2 Industrials 32.3%
3 Consumer Staples 21.33%
4 Consumer Discretionary 10.94%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-80,534
52
– –
-20,221
53
– –
-121,248
54
– –
-27,517
55
– –
-16,000
56
– –
0
57
– –
-26,800
58
– –
0
59
– –
-5,458
1 2
3