Should I exclude major component stocks from ETFs to view underlying performance?

Tom does not believe in removing the largest component stocks from ETFs or indices (i.e. equally weighting to assess performance). Plus, all of our major indices are market cap weighted so you can't ignore trillion dollar companies since they're such a large part of our index. 

For example, he does not advise removing TSLA and AMZN from consumer discretionary ETFs since they're two of the most important consumer companies in the world.