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
$193M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.79M
3
+$8.73M
4
KBR icon
KBR
KBR
+$6.34M
5
VRM icon
Vroom Inc
VRM
+$5.72M

Top Sells

1
+$10.2M
2
+$8.9M
3
+$7.74M
4
BERY
Berry Global Group, Inc.
BERY
+$6.85M
5
VVV icon
Valvoline
VVV
+$6.57M

Sector Composition

1 Industrials 31.91%
2 Consumer Discretionary 30.78%
3 Materials 23.49%
4 Technology 13.24%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 6.74%
355,763
+208,687
2
$12.7M 5.77%
99,608
-16,832
3
$11.6M 5.26%
95,175
-14,071
4
$11.2M 5.08%
+145,800
5
$10.2M 4.64%
2,510
+1,120
6
$9.79M 4.43%
+89,766
7
$7.63M 3.46%
137,513
+93,402
8
$7.42M 3.36%
286,800
-61,980
9
$6.83M 3.09%
132,972
+45,046
10
$6.34M 2.87%
+283,664
11
$5.72M 2.59%
+1,381
12
$5.71M 2.59%
+14,447
13
$5.37M 2.43%
22,551
-16,464
14
$5.01M 2.27%
+153,700
15
$4.98M 2.26%
94,165
-49,088
16
$4.82M 2.18%
+104,142
17
$4.78M 2.16%
127,341
+80,201
18
$4.63M 2.1%
+440,765
19
$4.6M 2.09%
73,743
+35,016
20
$4.56M 2.07%
66,298
-32,810
21
$4.3M 1.95%
78,000
+45,100
22
$3.91M 1.77%
47,321
+19,921
23
$3.78M 1.71%
+32,395
24
$3.66M 1.66%
+139,201
25
$3.62M 1.64%
+163,221
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