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
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$10.9M
3
+$10.5M
4
CCK icon
Crown Holdings
CCK
+$10M
5
LYB icon
LyondellBasell Industries
LYB
+$8.96M

Top Sells

1
+$11.2M
2
+$7.7M
3
+$6.25M
4
MTZ icon
MasTec
MTZ
+$6.08M
5
MAS icon
Masco
MAS
+$5.65M

Sector Composition

1 Consumer Discretionary 32.44%
2 Industrials 31.46%
3 Materials 29.15%
4 Technology 3.98%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 9.62%
102,589
-16,588
2
$16.8M 8.59%
+328,638
3
$12.2M 6.23%
330,017
+184,842
4
$10.9M 5.55%
+123,510
5
$10.5M 5.34%
+127,687
6
$10M 5.13%
+103,470
7
$8.96M 4.58%
+86,156
8
$8.5M 4.34%
+183,312
9
$7.84M 4%
+35,563
10
$7.57M 3.87%
413,888
+292,311
11
$7.46M 3.81%
26,634
-857
12
$6.54M 3.34%
109,183
+7,163
13
$6.42M 3.28%
132,916
+108,316
14
$5.18M 2.64%
375,250
+108,434
15
$4.92M 2.51%
+20,016
16
$4.63M 2.36%
227,367
+92,167
17
$4.25M 2.17%
+59,100
18
$3.88M 1.98%
43,500
+17,653
19
$3.67M 1.87%
41,333
-30,575
20
$3.55M 1.81%
754
-2,373
21
$3.24M 1.65%
27,900
+800
22
$3.12M 1.59%
+52,207
23
$3.03M 1.55%
+1,300
24
$2.97M 1.52%
+300,000
25
$2.9M 1.48%
+143,138
1
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