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
$245M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$14.5M
3
+$13.8M
4
CBT icon
Cabot Corp
CBT
+$11.2M
5
DAR icon
Darling Ingredients
DAR
+$10.8M

Top Sells

1
+$11.1M
2
+$11M
3
+$10.3M
4
MTZ icon
MasTec
MTZ
+$9.25M
5
NTR icon
Nutrien
NTR
+$8.29M

Sector Composition

1 Materials 46.81%
2 Consumer Discretionary 26.7%
3 Industrials 15.98%
4 Consumer Staples 6.45%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 12.89%
195,159
-8,642
2
$28.8M 11.74%
279,194
+189,327
3
$25M 10.22%
87,102
+48,160
4
$15.5M 6.33%
303,129
+206,253
5
$14.5M 5.93%
+401,000
6
$12.8M 5.24%
277,400
-154,788
7
$11.6M 4.74%
408,470
+286,070
8
$11.2M 4.55%
+175,066
9
$10.8M 4.39%
+180,080
10
$8.93M 3.64%
501,725
+139,125
11
$8.12M 3.31%
+134,800
12
$7.54M 3.08%
42,200
+33,400
13
$7.22M 2.94%
+86,425
14
$6.68M 2.72%
229,800
+131,000
15
$5.61M 2.29%
45,697
-1,727
16
$5.06M 2.06%
161,900
-87,400
17
$4.78M 1.95%
+22,400
18
$4.66M 1.9%
+145,600
19
$4.11M 1.68%
+14,677
20
$4.09M 1.67%
+99,000
21
$3.44M 1.4%
11,500
-3,300
22
$3.43M 1.4%
+39,975
23
$3.08M 1.26%
+33,400
24
$2.81M 1.15%
86,060
-88,703
25
$1.79M 0.73%
+61,100
1
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