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

Top Buys

1
+$26.1M
2
+$17.8M
3
+$17.4M
4
LHX icon
L3Harris
LHX
+$16.4M
5
LW icon
Lamb Weston
LW
+$12.5M

Top Sells

1
+$39.8M
2
+$16.5M
3
+$16M
4
CE icon
Celanese
CE
+$9.33M
5
WFG icon
West Fraser Timber
WFG
+$7.84M

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
– –
-5,458
52
– –
0
53
– –
-80,534
54
– –
-20,221
55
– –
-16,000
56
– –
0
57
– –
-26,800
58
– –
0
59
– –
-21,454
1 2
3