True Wealth Design’s First Western Financial MYFW Stock Holding History

True Wealth Design’s Portfolio MYFW Stock Details MYFW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225	Sell	7 -2	-22%	-$57	﹤0.01%	2421
2026 Q1	$222	Hold	9	–	–	﹤0.01%	2313
2025 Q4	$242	Buy	9 +1	+13%	+$24	﹤0.01%	2180
2025 Q3	$185	Buy	8 +4	+100%	+$91	﹤0.01%	2320
2025 Q2	$91	Sell	4 -5	-56%	-$103	﹤0.01%	2265
2025 Q1	$177	Buy	+9	New	+$177	﹤0.01%	2004

Other funds holding MYFW

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return