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DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value ETF
1W: +0.8% 1M: -3.9% 3M: +1.7% YTD: +1.7% 1Y: +10.2% 3Y: +37.9%
$14.71
-0.07 (-0.47%)
After Hours: $14.68 (-0.03, -0.21%)
ETF NASDAQ · AUM $115.1M
ETF-Level Metrics
AUM$115M
Holdings105
Top 10 Wt34.9%
Beta0.80
% Profitable94%
Coverage99%
Portfolio Valuation
P/E17.4
P/B3.1
P/S2.4
EV/EBITDA13.0
P/FCF19.1
PEG1.45
Profitability & Returns
Gross Margin50.7%
Net Margin13.9%
ROE18.7%
ROA2.4%
ROIC19.1%
Div Yield2.33%
Leverage & Liquidity
Debt/Equity1.44
Debt/Assets0.18
Net Debt/EBITDA-0.7x
Interest Cov1.5x
Current Ratio0.76
Quick Ratio0.74
Growth (YoY)
Revenue+3.4%
Net Income+16.3%
EPS+20.2%
FCF+18.2%
EBITDA+9.8%
Rev CAGR 3Y+5.7%
Quality Scores
Piotroski F6.7
Altman Z2.77
IS Quality65.1
IS Overall51.1
IS Value61.0
Median P/E14.3

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 31 31.2% 11.6
Industrials 12 15.1% 20.5
Communication Services 6 10.4% 12.6
Consumer Cyclical 19 10.0% 0.6
Healthcare 11 9.1% 17.8
Consumer Defensive 8 8.2% 22.4
Energy 6 7.1% 22.2
Technology 6 4.7% 20.2
Basic Materials 4 2.7% -34.2
Other 3 0.8%
Utilities 2 0.8% 19.0

Smart Money Overlap

10 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JPM JPMorgan Chase & Co. 4.18% 4 Bullish 14 9 -4.8%
EOG EOG Resources, Inc. 2.96% 4 Bullish 21 1 +30.9%
JNJ Johnson & Johnson 2.58% 4 Bullish 12 2 -1.2%
T AT&T Inc. 2.39% 4 Bullish 29 5 +3.2%
SCHW The Charles Schwab Corporation 2.26% 4 Bullish 13 3 -1.1%
WMB The Williams Companies, Inc. 1.76% 4 Bullish 12 1 +1.9%
KR The Kroger Co. 1.58% 4 Bullish 12 2 -4.2%
WMT Walmart Inc. 0.94% 4 Bullish 21 3 +1.5%
MRK Merck & Co., Inc. 0.40% 4 Bullish 11 2 +0.5%
INGR Ingredion Incorporated 0.29% 4 Bullish 33 2 +0.5%
Showing 50 of 108 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 LOCKHEED MARTIN CORP LMT 4.90% $4.2M 6,516 28.9 $145.1B Industrials
2 HONEYWELL INTERNATIONAL I HON 4.28% $3.6M 15,845 27.8 $143.1B Industrials
3 JPMORGAN CHASE & CO JPM 4.18% $3.5M 12,303 14.3 $786.6B Financial Services
4 WELLS FARGO & CO WFC 3.86% $3.3M 42,802 11.8 $243.8B Financial Services
5 COMCAST CORP-CLASS A CMCSA 3.51% $3.0M 102,532 5.3 $104.7B Communication Services
6 GOLDMAN SACHS GROUP INC GS 3.46% $2.9M 3,617 15.0 $246.7B Financial Services
7 EOG RESOURCES INC EOG 2.96% $2.5M 18,059 16.0 $80.0B Energy
8 VERIZON COMMUNICATIONS IN VZ 2.76% $2.3M 47,243 12.5 $214.0B Communication Services
9 JOHNSON & JOHNSON JNJ 2.58% $2.2M 9,201 21.7 $576.5B Healthcare
10 AT&T INC T 2.39% $2.0M 72,892 9.5 $205.1B Communication Services
11 BANK OF AMERICA CORP BAC 2.38% $2.0M 42,854 11.6 $352.3B Financial Services
12 PROCTER & GAMBLE CO/THE PG 2.31% $2.0M 13,511 21.0 $332.6B Consumer Defensive
13 SCHWAB (CHARLES) CORP SCHW 2.26% $1.9M 20,382 18.9 $167.9B Financial Services
14 EBAY INC EBAY 2.20% $1.9M 20,545 19.9 $40.4B Consumer Cyclical
15 PEPSICO INC PEP 2.19% $1.9M 12,133 25.0 $206.2B Consumer Defensive
16 JABIL INC JBL 2.05% $1.7M 6,541 34.8 $28.2B Technology
17 THE CIGNA GROUP CI 2.01% $1.7M 6,436 12.1 $72.7B Healthcare
18 METLIFE INC MET 1.82% $1.5M 22,451 13.7 $46.0B Financial Services
19 ILLINOIS TOOL WORKS ITW 1.77% $1.5M 5,761 24.8 $75.3B Industrials
20 WILLIAMS COS INC WMB 1.76% $1.5M 20,131 34.6 $90.5B Energy
21 KROGER CO KR 1.58% $1.3M 18,159 44.4 $45.4B Consumer Defensive
22 DR HORTON INC DHI 1.44% $1.2M 8,835 11.9 $39.6B Consumer Cyclical
23 FLEX LTD FLEX 1.31% $1.1M 16,880 28.6 $23.9B Technology
24 HARTFORD INSURANCE GROUP HIG 1.29% $1.1M 8,302 9.8 $37.6B Financial Services
25 PAYPAL HOLDINGS INC PYPL 1.29% $1.1M 24,761 8.0 $42.3B Financial Services
26 CF INDUSTRIES HOLDINGS IN CF 1.26% $1.1M 8,475 14.2 $20.4B Basic Materials
27 BRISTOL-MYERS SQUIBB CO BMY 1.25% $1.1M 18,161 17.2 $121.0B Healthcare
28 LAS VEGAS SANDS CORP LVS 1.24% $1.0M 19,409 21.7 $35.4B Consumer Cyclical
29 ALPHABET INC-CL A GOOGL 1.24% $1.1M 3,433 25.7 $3.4T Communication Services
30 UNITED PARCEL SERVICE-CL UPS 1.16% $985,781 10,209 14.9 $82.8B Industrials
31 AMERICAN INTERNATIONAL GR AIG 1.13% $956,876 12,950 13.0 $40.1B Financial Services
32 MARATHON PETROLEUM CORP MPC 1.11% $936,990 3,974 18.3 $73.2B Energy
33 SYNCHRONY FINANCIAL SYF 0.94% $792,868 12,103 6.7 $24.1B Financial Services
34 WALMART INC WMT 0.94% $794,660 6,576 44.5 $974.1B Consumer Defensive
35 NORTHERN TRUST CORP NTRS 0.92% $776,797 5,721 14.9 $25.6B Financial Services
36 UNITED RENTALS INC URI 0.87% $738,669 1,026 18.9 $47.2B Industrials
37 NVR INC NVR 0.84% $712,387 111 13.8 $18.2B Consumer Cyclical
38 WILLIS TOWERS WATSON PLC 0Y4Q.L 0.82% $690,764 2,405 17.2 $28.2B Financial Services
39 CARLISLE COS INC CSL 0.82% $692,931 2,082 18.7 $13.6B Industrials
40 M & T BANK CORP MTB 0.81% $683,111 3,481 11.8 $30.7B Financial Services
41 LEIDOS HOLDINGS INC LDOS 0.78% $660,647 3,981 14.3 $19.9B Technology
42 AMGEN INC AMGN 0.75% $638,954 1,826 24.7 $190.4B Healthcare
43 DARDEN RESTAURANTS INC DRI 0.72% $607,536 2,972 20.8 $23.1B Consumer Cyclical
44 AIR PRODUCTS & CHEMICALS APD 0.72% $612,343 2,155 -195.7 $65.3B Basic Materials
45 PHILLIPS 66 PSX 0.69% $581,388 3,260 16.8 $73.7B Energy
46 AMAZON.COM INC AMZN 0.68% $576,178 2,760 28.6 $2.2T Consumer Cyclical
47 TENET HEALTHCARE CORP THC 0.67% $563,437 2,747 12.2 $17.2B Healthcare
48 WESTERN ASSET PREM Private 0.65% $549,382 549,382
49 ROYALTY PHARMA PLC- CL A RPRX 0.65% $554,646 12,182 26.3 $20.1B Healthcare
50 OLD REPUBLIC INTL CORP ORI 0.63% $532,907 14,072 10.4 $9.8B Financial Services

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms