What sector is SWZ in?

Total Return Securities Fund (SWZ) operates in the Financial Services sector, specifically in the Capital Markets industry.

What is SWZ's market cap?

Total Return Securities Fund (SWZ) has a market capitalization of $102M.

How can I analyze SWZ stock?

Valhalla provides comprehensive analysis for SWZ including institutional trade flow, dark pool activity, options data, technical indicators, and proprietary scoring. Visit valhalla-labs.io/stocks/SWZ for a full breakdown.

Where can I find institutional trades for SWZ?

Valhalla tracks real-time institutional trade flow for SWZ, including dark pool blocks, lit block trades, and sweep orders. These insights help identify where smart money is positioned.

SWZ

Q: What is SWZ (Total Return Securities Fund)?

Total Return Securities Fund (SWZ) is a financial services company in the capital markets industry. Swiss Helvetia Fund is a non-diversified, closed-end investment company whose objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss com

Total Return Securities Fund

Financial Services — Capital Markets

Valhalla Score 60

$6.06

Swiss Helvetia Fund is a non-diversified, closed-end investment company whose objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The Fund also may acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances.

Latest News

Total Return Securities (NYSE:SWZ) CEO Andrew Dakos Acquires 3,000 Shares of StockTotal Return Securities, Inc. (NYSE: SWZ - Get Free Report) CEO Andrew Dakos purchased 3,000 shares of Total Return Securities stock in a transaction dated Friday, April 17th. The shares were bought a...defenseworld.net — Apr 21, 2026

SWZ Data Insights

Dark pool activity detected in the last 5 trading days

Subscribe for full dark pool analysis, institutional flow, and real-time alerts.

📊 Key Statistics

Market Cap$102M

P/E Ratio—

EPS (TTM)—

EPS YoY—

Revenue YoY—

Float—

Short Float %—

Inst. Ownership—

Sector RS—

📈 Fundamentals

ROE—

ROIC—

ROA—

Current Ratio—

Debt/Equity—

Gross Margin—

Net Margin—

Dividend Yield—

Next Earnings—

⚡ Options Summary

Call OI—

Put OI—

P/C Ratio (OI)—

Gamma Environment—

Max Pain—

Call Wall—

Put Wall—

🎯 Analyst Estimates

Consensus Target—

High Target—

Low Target—

Analysts—

Upside/Downside—

📋 Quarterly Financials

Period	Revenue	Rev YoY	EPS	EPS YoY	Gross Margin

Start Free Trial See full options flow, dark pool data & more

🔥 Recent Options Flow

Type	Strike	Exp	Size	Premium	Time

Start Free Trial Institutional trades, dark pool vs lit exchange

🏛️ Institutional Trades

Type	Price	Size	Value	Venue	Time

Start Free Trial Full insider & congressional trade history

👤 Insider Trades

Name	Type	Shares	Price	Date

Start Free Trial Top institutional holders & ownership data

🏦 Top Institutional Holders

Institution	Shares	Value	% of Class

SWZ