Prestige Wealth Inc. Ordinary Shares Strategic Asset Allocation Index
Prestige Wealth Inc. Ordinary Shares strategic asset allocation index. Prestige Wealth Inc. Ordinary Shares (PWM) has a Strategic Asset Allocation Index of 94.7% as of March 2025. Strategic assets (PP&E of $- plus long-term investments of $2.88 Million) total $2.88 Million, measured against net assets of $3.04 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PWM equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Prestige Wealth Inc. Ordinary Shares (2023–2024)
Strategic asset allocation index of Prestige Wealth Inc. Ordinary Shares from 2023 to 2024. This chart shows how Prestige Wealth Inc. Ordinary Shares's Strategic Asset Allocation Index has evolved across 2 annual periods from 2023 to 2024. As of March 2025, the index stands at 94.7%, representing strategic assets of $2.88 Million against net assets of $3.04 Million USD. Check PWM tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Prestige Wealth Inc. Ordinary Shares Strategic Asset Allocation Index by Year (2023–2024)
Prestige Wealth Inc. Ordinary Shares strategic asset allocation index by year from 2023 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Prestige Wealth Inc. Ordinary Shares from 2023 to 2024, covering 2 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see PWM stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 86.5% | $2.63 Million | $- | $2.63 Million | $3.04 Million | ▲ +86.5 pp |
| 2023 | 0.0% | $0.00 | $- | $0.00 | $6.18 Million | — |