NWAG
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Net Worth Advisory Group’s Arteris AIP Stock Holding History

Net Worth Advisory Group’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$592K Sell
12,179
-1,044
-8% -$33.4K 0.15% 156
2026
Q1 		$217K Buy
+13,223
New +$210K 0.05% 392

Other funds holding AIP

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return