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
$445M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$18.4M
3
+$15.4M
4
ESI icon
Element Solutions
ESI
+$14.6M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$14.3M

Top Sells

1
+$23.5M
2
+$19.8M
3
+$18.1M
4
CSX icon
CSX Corp
CSX
+$16.4M
5
LHX icon
L3Harris
LHX
+$10.7M

Sector Composition

1 Industrials 45.85%
2 Materials 27.1%
3 Consumer Discretionary 11.64%
4 Energy 5.84%
5 Technology 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-80,878
1 2
3