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
$305M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$25.2M
3
+$23.5M
4
CSX icon
CSX Corp
CSX
+$20.7M
5
DY icon
Dycom Industries
DY
+$12.9M

Top Sells

1
+$36.1M
2
+$30.7M
3
+$15.5M
4
APD icon
Air Products & Chemicals
APD
+$12.9M
5
OC icon
Owens Corning
OC
+$12.1M

Sector Composition

1 Industrials 45.24%
2 Materials 31.79%
3 Consumer Discretionary 11.88%
4 Consumer Staples 8.01%
5 Technology 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.9M 7.83%
+803,156
2
$29.4M 7.72%
2,270,102
+839,960
3
$28.3M 7.43%
197,364
+90,198
4
$26.3M 6.91%
484,884
+432,984
5
$25.2M 6.6%
+164,619
6
$23.1M 6.06%
3,715,369
+1,257,999
7
$20.7M 5.44%
+559,370
8
$13.1M 3.44%
222,871
-98,969
9
$12M 3.15%
+128,683
10
$11.4M 3%
+239,069
11
$10.7M 2.79%
50,003
-33,100
12
$8.82M 2.31%
172,408
+63,008
13
$8.78M 2.3%
+139,806
14
$8.63M 2.26%
22,022
-14,602
15
$7.58M 1.99%
+288,462
16
$7.25M 1.9%
1,456,169
+621,233
17
$5.61M 1.47%
66,800
+19,410
18
$4.93M 1.29%
+60,400
19
$4.37M 1.15%
52,655
+33,200
20
$3.83M 1%
+56,800
21
$2.64M 0.69%
+61,418
22
$2.53M 0.66%
73,718
-1,051,768
23
$2.04M 0.54%
66,707
+585
24
$1.95M 0.51%
+13,900
25
$1.95M 0.51%
+50,019
1
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