AWAM

Appian Way Asset Management Portfolio holdings

AUM $398M
1-Year Est. Return 11.53%
This Quarter Est. Return
1 Year Est. Return
+11.53%
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
+$13.3M
2
+$11.6M
3
+$8.11M
4
LOW icon
Lowe's Companies
LOW
+$7.86M
5
EMR icon
Emerson Electric
EMR
+$7.74M

Top Sells

1
+$7.72M
2
+$7.54M
3
+$6.59M
4
PWR icon
Quanta Services
PWR
+$6.37M
5
SHW icon
Sherwin-Williams
SHW
+$6.03M

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 6.44%
+116,440
2
$11.6M 5.62%
+109,246
3
$10.2M 4.93%
179,532
+20,771
4
$8.9M 4.31%
65,861
+58,196
5
$8.28M 4.01%
39,015
-21,795
6
$8.11M 3.93%
+348,780
7
$7.74M 3.75%
+124,760
8
$6.85M 3.32%
168,357
+62,130
9
$6.57M 3.18%
+339,700
10
$5.62M 2.72%
143,253
-162,274
11
$5.53M 2.68%
147,076
-81,326
12
$5.53M 2.68%
+99,108
13
$5.08M 2.46%
+157,000
14
$4.63M 2.24%
87,926
+15,692
15
$4.58M 2.22%
+162,167
16
$4.53M 2.2%
+1,390
17
$4.48M 2.17%
+99,748
18
$3.64M 1.77%
+35,651
19
$3.52M 1.7%
+94,400
20
$2.95M 1.43%
14,300
+2,300
21
$2.46M 1.19%
+97,053
22
$2.41M 1.17%
21,132
-20,044
23
$2.34M 1.14%
+44,111
24
$2.2M 1.07%
+38,727
25
$2.05M 0.99%
+10,300
1
2 3