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
$309M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$25.9M
3
+$15.9M
4
NSC icon
Norfolk Southern
NSC
+$13.8M
5
PCT icon
PureCycle Technologies
PCT
+$10.8M

Top Sells

1
+$18.3M
2
+$16.1M
3
+$15.3M
4
AVY icon
Avery Dennison
AVY
+$12.6M
5
SLVM icon
Sylvamo
SLVM
+$12.3M

Sector Composition

1 Industrials 45.13%
2 Materials 30.62%
3 Consumer Staples 16.6%
4 Energy 4.15%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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53
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54
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55
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56
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-38,700
57
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-135,400
58
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-232,433
59
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0
60
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-40,922
61
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-8,800
62
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-2,867
63
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-69,092
64
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-60,086
65
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-18,302
1 2
3