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
$236M
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$18.1M
3
+$16.3M
4
ASH icon
Ashland
ASH
+$14M
5
LPX icon
Louisiana-Pacific
LPX
+$13M

Top Sells

1
+$14.5M
2
+$8.87M
3
+$8.28M
4
CCK icon
Crown Holdings
CCK
+$8.09M
5
WFG icon
West Fraser Timber
WFG
+$6.47M

Sector Composition

1 Materials 54.18%
2 Industrials 23.94%
3 Consumer Discretionary 10.56%
4 Consumer Staples 7.66%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.2M 11.97%
+953,221
2
$18.1M 7.66%
+228,707
3
$16.6M 7.05%
270,531
+212,131
4
$16.3M 6.9%
+290,923
5
$15.6M 6.63%
295,104
+49,869
6
$14M 5.95%
+157,293
7
$12.3M 5.21%
497,843
+382,109
8
$10.7M 4.56%
494,999
+363,119
9
$10.2M 4.33%
+211,599
10
$10M 4.25%
118,911
-76,889
11
$9.88M 4.19%
+145,300
12
$9.22M 3.92%
41,935
+16,469
13
$7.84M 3.33%
68,847
-19,876
14
$7.8M 3.31%
+150,700
15
$5.74M 2.44%
+157,074
16
$5.11M 2.17%
+175,000
17
$5.02M 2.13%
36,500
-8,900
18
$4.19M 1.78%
+14,256
19
$4.16M 1.77%
+85,000
20
$3.31M 1.41%
+72,102
21
$3.04M 1.29%
+100,800
22
$2.96M 1.26%
+10,860
23
$2.85M 1.21%
293,304
24
$2.32M 0.98%
+140,391
25
$2.01M 0.85%
36,200
+16,014
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