Avantis Responsible U.S. Equity ETF (AVSU)
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AVSU: Solid Value-Leaning ETF For ESG Conscious Investors
Avantis Responsible U.S. Equity ETF is a broad market ESG-focused fund offered by Avantis Investors. Its expense ratio is cheap at 0.15% and the ETF has $300 million in assets under management. Avantis takes an exclusions-based approach to portfolio management, excluding companies with significant revenue derived from oil and gas, civilian firearms, nuclear weapons, palm oil production, tobacco, and gambling, among others. As is typical for the firm, AVSU also offers investors an attractive 15.44x forward P/E ratio, which represents a 16% discount compared to its Russell 3000 Index benchmark.
Avantis Responsible U.S. Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 4,050 | $266,223.97 | $355,914 | $89,690.03 | 33.69% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,920 | $803,384.4 | $961,178.4 | $157,794 | 19.64% |
 Jonathan Davison Austin Asset Management Co. Inc. | 5,910 | $368,547.6 | $520,700.55 | $152,152.95 | 41.28% |
 Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 6,091 | $464,743.3 | $536,891.19 | $72,147.89 | 15.52% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 12,507 | $669,713.52 | $1.1M | $435,029.79 | 64.96% |
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Avantis Responsible U.S. Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund focuses on investing in a wide range of U.S. companies, spanning various market sectors and industries. It does not limit itself to companies of specific market capitalizations, thereby providing a broad spectrum of investment opportunities. Essential to its investment process is the incorporation of environmental, social, and governance (ESG) metrics into the selection criteria. The portfolio management team proactively screens out companies that fail to meet its ESG standards, ensuring that investments align with certain sustainability and ethical practices. This approach reflects a commitment not only to financial returns but also to responsible investing principles.
Products and Services
- Diverse U.S. Company Investments
- All Market Capitalizations
- ESG Screening
The fund invests across a broad array of U.S. companies, spanning multiple market sectors and industry groups. This diversity allows for a balanced investment portfolio capable of mitigating sector-specific risks while capturing growth across the economy.
Investments are not restricted by company size, which means the fund can allocate assets across large-cap, mid-cap, and small-cap companies. This flexibility enables the portfolio to tap into the growth potential of smaller firms while also leveraging the stability of larger corporations.
A key differentiator for the fund is its rigorous evaluation of companies based on environmental, social, and governance metrics. By screening out investments in companies that do not meet its ESG criteria, the fund aligns its portfolio with sustainable and responsible business practices, appealing to socially conscious investors.
