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
$192M
AUM Growth
-$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.63M
3
+$5.37M
4
WRK
WestRock Company
WRK
+$5.21M
5
GRA
W.R. Grace & Co.
GRA
+$5.13M

Top Sells

1
+$14.1M
2
+$11.6M
3
+$11.2M
4
PKG icon
Packaging Corp of America
PKG
+$9.79M
5
CSX icon
CSX Corp
CSX
+$7.42M

Sector Composition

1 Industrials 32.85%
2 Consumer Discretionary 25.15%
3 Materials 22.78%
4 Technology 15.79%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,200
77
– –
0
78
– –
-10,800
79
– –
0
80
– –
-1,381
81
– –
-93,776
82
– –
-153,700
83
– –
-14,447
1 2 3
4