Prestige Wealth Inc. Ordinary Shares (PWM) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Prestige Wealth Inc. Ordinary Shares Strategic Asset Allocation Index (2023–2024)
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. Explore cash efficiency ratio of Prestige Wealth Inc. Ordinary Shares to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Prestige Wealth Inc. Ordinary Shares (2023–2024)
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 the full company profile including market capitalisation, see PWM market cap overview.
| 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 | — |