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
$305M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$23.2M
3
+$22.6M
4
CSX icon
CSX Corp
CSX
+$20.4M
5
SGML icon
Sigma Lithium
SGML
+$15M

Top Sells

1
+$31.5M
2
+$30.7M
3
+$15.5M
4
APD icon
Air Products & Chemicals
APD
+$12.9M
5
OC icon
Owens Corning
OC
+$12.1M

Sector Composition

1 Industrials 45.24%
2 Materials 31.79%
3 Consumer Discretionary 11.88%
4 Consumer Staples 8.01%
5 Technology 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-245,300
52
– –
0
53
– –
-81,445
1 2
3