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
$150M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$9.81M
2 +$8.87M
3 +$8.28M
4
PKG icon
Packaging Corp of America
PKG
+$6.15M
5
BA icon
Boeing
BA
+$6.1M

Top Sells

1 +$12.2M
2 +$10.5M
3 +$8.96M
4
BLDR icon
Builders FirstSource
BLDR
+$8.5M
5
UNP icon
Union Pacific
UNP
+$7.84M

Sector Composition

1 Consumer Discretionary 38.23%
2 Materials 27.9%
3 Industrials 25.42%
4 Financials 2.76%
5 Energy 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-109,183