Prestige Wealth Inc. PWM NASDAQ

Prestige Wealth Inc. (PWM) reported total assets of $6.33M and total liabilities of $3.29M for fiscal year 2024, resulting in total equity of $3.04M.

The company held $13.19K in cash and short-term investments. Total debt stood at $180.52K, with net debt of $167.33K. The Debt-to-Equity (D/E) ratio was 0.06 (conservative).

Current ratio is 1.12, suggesting adequate short-term liquidity.

Criteria supported by this page:

• HEALTH (75/100, Pass) — Debt-to-Equity of 0.06, current ratio of 1.12 — balance sheet is strong
• MOAT (46/100) — Total assets $6.33M and equity $3.04M support the company's competitive scale

Overall SharesGrow Score: 37/100 with 1/7 criteria passed.

VITSX

Vanguard Total Stock Market Index Fund Institutional Shares

$166.82

+1.15%

VTSAX

Vanguard Total Stock Market Index Fund Admiral Shares

$166.79

+1.15%

VSMPX

Vanguard Total Stock Market Index Fund Institutional Plus Shares

$312.93

+1.15%

PMFLX

PIMCO Flexible Municipal Income Fund

$10.13

+0.10%

VOO

Vanguard S&P 500 ETF

$643.46

+0.80%

VFFSX

Vanguard 500 Index Fund

$341.04

+1.18%

VFIAX

Vanguard 500 Index Fund Admiral Shares

$643.21

+1.18%

VFINX

Vanguard 500 Index Fund

$643.33

+1.18%