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

Top Buys

1
+$7.7M
2
+$6.25M
3
+$6.08M
4
WLK icon
Westlake Corp
WLK
+$5.87M
5
GRA
W.R. Grace & Co.
GRA
+$5.59M

Top Sells

1
+$14.7M
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
1
$18.5M 9.06%
119,177
+19,569
2
$12.8M 6.25%
3,127
+617
3
$7.7M 3.77%
+28,177
4
$7.24M 3.55%
27,491
+4,940
5
$6.25M 3.06%
+168,067
6
$6.08M 2.98%
+89,148
7
$5.87M 2.87%
+71,908
8
$5.65M 2.77%
102,902
+24,902
9
$5.59M 2.74%
+102,020
10
$5.49M 2.69%
+126,141
11
$5.45M 2.67%
76,581
-60,932
12
$5.43M 2.66%
78,686
-54,286
13
$5.23M 2.56%
+130,236
14
$4.59M 2.25%
145,175
+5,974
15
$4.31M 2.11%
+129,007
16
$4.2M 2.06%
+23,061
17
$4.15M 2.03%
145,205
-18,016
18
$3.69M 1.81%
+16,247
19
$3.62M 1.77%
+266,816
20
$3.37M 1.65%
108,933
-174,731
21
$3.37M 1.65%
+18,579
22
$3.25M 1.59%
+65,200
23
$3.19M 1.56%
+26,556
24
$3.17M 1.55%
46,883
-26,860
25
$3.04M 1.49%
61,177
-294,586
1
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