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
$220M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$16.8M
3
+$11M
4
LIN icon
Linde
LIN
+$9.63M
5
ASH icon
Ashland
ASH
+$8.84M

Top Sells

1
+$23.1M
2
+$21M
3
+$18.3M
4
SWK icon
Stanley Black & Decker
SWK
+$15.6M
5
PPG icon
PPG Industries
PPG
+$13.8M

Sector Composition

1 Materials 41.87%
2 Industrials 29.12%
3 Consumer Discretionary 23.08%
4 Consumer Staples 2.85%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.5M 16.12%
203,801
+96,497
2
$22.6M 10.27%
+432,188
3
$12.4M 5.66%
38,942
+30,142
4
$11.1M 5.06%
218,170
+39,463
5
$11M 5.02%
+234,900
6
$10.3M 4.69%
165,932
+135,193
7
$9.25M 4.2%
106,151
+36,349
8
$8.84M 4.02%
+89,867
9
$8.29M 3.77%
+79,678
10
$7.94M 3.61%
362,600
-385,473
11
$6.62M 3.01%
+17,209
12
$6.26M 2.85%
+249,300
13
$6.21M 2.82%
313,878
+217,585
14
$6.2M 2.82%
252,300
+88,337
15
$6.15M 2.8%
+96,876
16
$6.15M 2.8%
+14,800
17
$5.82M 2.64%
174,763
-694,338
18
$5.54M 2.52%
47,424
+21,825
19
$5.43M 2.47%
+218,809
20
$3.96M 1.8%
+122,400
21
$3.91M 1.78%
+43,400
22
$3.7M 1.68%
+98,800
23
$3.2M 1.46%
+24,400
24
$2.37M 1.08%
+13,800
25
$1.97M 0.9%
+16,000
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