WEST PACES ADVISORS INC.

RIA/Wealth

WEST PACES ADVISORS INC. is a RIA/Wealth based in Atlanta, GA led by George Andrew Crews, reporting $927.9M in AUM as of Q3 2025 with 71% ETF concentration, 64% concentrated in top 10 holdings, and minimal technology exposure.

FounderGeorge Andrew Crews

Portfolio Value: $502.4M
Positions: 188
Top Holding: VOO at 13.12%
Last Reported: Q3 2025

Address3284 Northside Parkway, N.w., Suite 485, Atlanta, GA, 30327, United States

Top Holdings

Largest long holdings in WEST PACES ADVISORS INC.'s portfolio (64.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$65.9M	13.12%	+$1.2M Bought	— 107.6K shares	Q1 2020 Held for 5y 8m
2 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$55.6M	11.07%	-$325.5K Sold	— 852.6K shares	Q4 2016 Held for 8y 11m
3 Vanguard Dividend Appreciation VIG	Unknown Unknown	$36.9M	7.34%	+$1.7M Bought	— 170.9K shares	Q4 2016 Held for 8y 11m
4 Avantis Emerging Markets Equity AVEM	ETF ETF	$30.3M	6.02%	+$1.1M Bought	— 402.8K shares	Q2 2023 Held for 2y 5m
5 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT	ETF ETF	$29.2M	5.82%	+$1.1M Bought	— 1.2M shares	Q4 2016 Held for 8y 11m
6 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$27.7M	5.51%	+$2.0M Bought	— 286.8K shares	Q4 2016 Held for 8y 11m
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$23.3M	4.64%	-$838.0K Sold	— 196.3K shares	Q4 2016 Held for 8y 11m
8 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$22.2M	4.42%	+$1.3M Bought	— 254.5K shares	Q4 2016 Held for 8y 11m
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$15.9M	3.17%	-$799.4K Sold	— 23.9K shares	Q4 2016 Held for 8y 11m
10 Avantis U.S. Small Cap Equity AVSC	ETF ETF	$14.9M	2.97%	-$62.2K Sold	— 261.1K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WEST PACES ADVISORS INC.'s latest filing

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Market Value

$502.4M

Prior: $470.0M

Q/Q Change

+6.9%

+$32.4M

Net Flows % of MV

+0.68%

Turnover Ratio

2.57%

New Purchases

5 stocks

$516.7K

Added To

45 stocks

+$13.1M

Sold Out Of

28 stocks

$3.7M

Reduced Holdings

89 stocks

-$6.5M

Increased Positions

Position	Shares Δ	Change
1 Targa Resources TRGP	New	0 → 1.5K +$253.8K
2 Apollo Global Management APO	New	0 → 1.9K +$248.7K
3 iShares S&P 100 OEF	New	0 → 28.0 +$9.3K
4 Vanguard Mid-Cap Fund VO	New	0 → 13.0 +$3.8K
5 Avantis International Equity AVDE	New	0 → 14.0 +$1.1K

Decreased Positions

Position	Shares Δ	Change
1 Dell Technologies DELL	Sold	4.1K → 0 −$505.3K
2 Qualcomm QCOM	Sold	3.1K → 0 −$490.9K
3 Phillips 66 PSX	Sold	2.7K → 0 −$318.5K
4 Realty Income O	Sold	5.3K → 0 −$303.5K
5 FXF Invesco CurrencyShares Swiss Franc Trust FXF	Sold	2.3K → 0 −$256.6K

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Analytics

Portfolio insights and performance metrics for WEST PACES ADVISORS INC.

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Sector Allocation

ETF

70.50%

Technology

4.50%

Consumer Defensive

3.30%

Financial Services

2.90%

Industrials

2.80%

Consumer Cyclical

2.00%

Healthcare

1.90%

Utilities

1.20%

Communication Services

1.10%

Energy

1.00%

Real Estate

0.50%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

13.30%

Large Cap ($10B - $200B)

8.10%

Mid Cap ($2B - $10B)

0.35%

Small Cap ($300M - $2B)

0.02%

N/A (ETF or Unknown)

78.22%

Portfolio Concentration

Top 10 Holdings %

64.09%

Top 20 Holdings %

76.92%

Top 50 Holdings %

89.45%

Top 100 Holdings %

96.79%