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
$293M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$17.7M
3
+$16.5M
4
LHX icon
L3Harris
LHX
+$15.5M
5
LW icon
Lamb Weston
LW
+$11.4M

Top Sells

1
+$40.7M
2
+$16.4M
3
+$15M
4
CE icon
Celanese
CE
+$9.33M
5
SAIA icon
Saia
SAIA
+$7.35M

Sector Composition

1 Materials 33.22%
2 Industrials 32.3%
3 Consumer Staples 21.33%
4 Consumer Discretionary 10.94%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.7M 8.05%
1,476,580
-655,672
2
$25.2M 6.03%
+89,092
3
$18.3M 4.37%
1,092,396
+376,496
4
$17.7M 4.23%
+129,826
5
$16.5M 3.94%
+167,563
6
$16.1M 3.85%
232,433
-237,164
7
$15.5M 3.71%
+89,229
8
$12.9M 3.09%
294,426
-925,766
9
$12.6M 3.02%
69,092
-36,003
10
$11.4M 2.73%
+123,366
11
$9.15M 2.19%
126,118
-99,689
12
$7.95M 1.9%
+21,232
13
$7.55M 1.8%
+205,634
14
$7.14M 1.71%
+73,973
15
$6.93M 1.66%
+135,400
16
$5.09M 1.22%
+40,922
17
$4.79M 1.14%
+191,216
18
$4.72M 1.13%
+18,200
19
$4.41M 1.05%
+49,539
20
$4.23M 1.01%
64,500
+442
21
$4.06M 0.97%
+114,154
22
$3.98M 0.95%
+246,595
23
$3.59M 0.86%
+52,600
24
$3.32M 0.79%
+93,305
25
$3.11M 0.74%
+18,302
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