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
$163M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.5M
3
+$7.72M
4
EMR icon
Emerson Electric
EMR
+$7.09M
5
LOW icon
Lowe's Companies
LOW
+$6.65M

Top Sells

1
+$7.72M
2
+$7.54M
3
+$6.59M
4
SHW icon
Sherwin-Williams
SHW
+$6.03M
5
CE icon
Celanese
CE
+$5.9M

Sector Composition

1 Industrials 32.41%
2 Consumer Discretionary 30.1%
3 Materials 21.26%
4 Technology 16%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 8.13%
+116,440
2
$11.6M 7.09%
+109,246
3
$10.2M 6.22%
238,239
+27,564
4
$8.9M 5.45%
65,861
+58,196
5
$8.28M 5.06%
39,015
-21,795
6
$8.11M 4.96%
+348,780
7
$7.74M 4.74%
+124,760
8
$6.85M 4.19%
168,357
+62,130
9
$6.57M 4.02%
+339,700
10
$5.62M 3.44%
143,253
-162,274
11
$5.53M 3.38%
147,076
-81,326
12
$5.53M 3.38%
+99,108
13
$5.08M 3.11%
+157,000
14
$4.63M 2.83%
87,926
+15,692
15
$4.58M 2.8%
+162,167
16
$4.53M 2.77%
+1,390
17
$4.48M 2.74%
+99,748
18
$3.64M 2.23%
+35,651
19
$3.52M 2.15%
+94,400
20
$2.95M 1.81%
14,300
+2,300
21
$2.46M 1.5%
+97,053
22
$2.41M 1.47%
21,132
-20,044
23
$2.34M 1.43%
+105,425
24
$2.2M 1.35%
+38,727
25
$2.05M 1.25%
+10,300
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